Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$202M
2
+$137M
3
+$114M
4
CVX icon
Chevron
CVX
+$98.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$93.1M

Top Sells

1
+$271M
2
+$80.3M
3
+$24.2M
4
BP icon
BP
BP
+$22.1M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$14.8M

Sector Composition

1 Healthcare 13.7%
2 Technology 12.55%
3 Industrials 10.61%
4 Financials 9.76%
5 Energy 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14.9M 0.08%
123,339
+29,885
302
$14.8M 0.08%
133,216
+29,326
303
$14.7M 0.08%
65
+29
304
$14.6M 0.08%
262,071
+258,190
305
$14.6M 0.08%
80,300
+45,186
306
$14.6M 0.08%
736,785
-57,910
307
$14.4M 0.08%
200,990
+12,204
308
$14.4M 0.08%
412,490
+146,332
309
$14.4M 0.08%
103,732
+14,336
310
$14.4M 0.08%
+2,694,120
311
$14.2M 0.08%
377,821
+98,422
312
$14.1M 0.08%
636,471
+265,986
313
$13.8M 0.08%
200,167
+8,870
314
$13.7M 0.08%
121,950
+8,238
315
$13.6M 0.08%
314,498
+248,585
316
$13.6M 0.08%
344,562
+54,587
317
$13.6M 0.08%
318,061
+141,183
318
$13.5M 0.08%
282,434
+276,285
319
$13.5M 0.08%
420,136
+240,404
320
$13.4M 0.07%
306,900
-103,432
321
$13.4M 0.07%
200,651
+30,566
322
$13.4M 0.07%
90,855
-33,836
323
$13.3M 0.07%
240,637
+11,545
324
$13.3M 0.07%
2,683,180
+419,616
325
$13.1M 0.07%
204,196
+34,786
11 12
13
14 15