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
726
$3.15M 0.02%
33,317
+5,247
727
$3.15M 0.02%
46,130
+10,180
728
$3.15M 0.02%
67,332
+18,475
729
$3.13M 0.02%
27,132
+8,936
730
$3.12M 0.02%
77,112
+3,686
731
$3.12M 0.02%
61,473
-91,348
732
$3.12M 0.02%
61,219
+28,550
733
$3.11M 0.02%
322,831
+30,219
734
$3.11M 0.02%
41,389
-37,974
735
$3.1M 0.02%
+182,858
736
$3.1M 0.02%
55,923
+7,991
737
$3.09M 0.02%
47,035
+41,820
738
$3.09M 0.02%
75,421
-23,782
739
$3.09M 0.02%
149,464
-27,376
740
$3.07M 0.02%
78,328
+14,226
741
$3.06M 0.02%
44,566
-4,366
742
$3.06M 0.02%
110,390
+19,976
743
$3.04M 0.02%
41,135
+21,290
744
$3.02M 0.02%
180,186
-31,701
745
$3.01M 0.02%
106,892
-48,631
746
$3.01M 0.02%
51,700
-66,424
747
$3M 0.02%
387,965
+163,568
748
$3M 0.02%
83,611
-10,599
749
$3M 0.02%
63,596
-32,260
750
$2.99M 0.02%
100,019
+37,727
28 29
30
31 32