Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18B
AUM Growth
+$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1
+$200M
2
+$139M
3
+$121M
4
CVX icon
Chevron
CVX
+$97.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$91.6M

Top Sells

1
+$277M
2
+$86.1M
3
+$20.8M
4
ESV
Ensco Rowan plc
ESV
+$20.2M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$14.8M

Sector Composition

1 Healthcare 13.7%
2 Technology 12.61%
3 Industrials 10.56%
4 Financials 9.76%
5 Energy 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$376M 2.09%
13,637,324
+5,030,924
2
$282M 1.57%
3,055,887
+2,167,487
3
$175M 0.97%
3,771,339
+581,487
4
$167M 0.93%
1,488,687
+868,138
5
$164M 0.91%
1,565,262
+486,009
6
$162M 0.9%
2,950,104
+1,466,370
7
$159M 0.88%
1,311,000
+362,815
8
$158M 0.88%
5,985,127
+3,468,196
9
$149M 0.83%
5,362,261
+1,700,979
10
$143M 0.79%
2,283,017
+1,166,078
11
$140M 0.78%
2,994,913
+478,485
12
$136M 0.75%
1,439,430
+864,726
13
$135M 0.75%
4,573,895
+1,242,909
14
$128M 0.71%
3,530,748
+625,424
15
$127M 0.7%
2,335,405
+1,581,330
16
$126M 0.7%
1,784,587
+1,718,404
17
$124M 0.69%
1,106,083
+802,997
18
$121M 0.67%
1,334,185
+676,283
19
$119M 0.66%
1,237,067
+914,215
20
$118M 0.65%
1,245,163
+740,668
21
$115M 0.64%
1,551,617
+625,660
22
$110M 0.61%
2,611,547
+1,573,886
23
$107M 0.6%
1,060,708
+817,432
24
$103M 0.57%
1,572,316
+731,976
25
$102M 0.57%
1,845,543
+154,256
1
2 3 4 5