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
1526
$594K ﹤0.01%
14,500
-47,983
1527
$591K ﹤0.01%
34,632
-6,468
1528
$591K ﹤0.01%
+4,841
1529
$587K ﹤0.01%
27,851
-3,496
1530
$587K ﹤0.01%
31,306
-15,986
1531
$587K ﹤0.01%
+32,400
1532
$585K ﹤0.01%
9,985
-20,906
1533
$582K ﹤0.01%
47,716
-12,617
1534
$581K ﹤0.01%
4,129
+822
1535
$581K ﹤0.01%
4,891
-614
1536
$580K ﹤0.01%
19,795
+718
1537
$577K ﹤0.01%
33,888
-13,476
1538
$577K ﹤0.01%
19,954
+889
1539
$577K ﹤0.01%
25,121
+2,735
1540
$575K ﹤0.01%
24,306
-44
1541
$573K ﹤0.01%
7,346
-5,166
1542
$573K ﹤0.01%
17,803
-52,543
1543
$566K ﹤0.01%
6,094
+300
1544
$564K ﹤0.01%
23,920
-21,855
1545
$563K ﹤0.01%
45,103
+1,097
1546
$563K ﹤0.01%
104,467
-7,450
1547
$563K ﹤0.01%
8,950
+2,481
1548
$561K ﹤0.01%
13,044
-1,903
1549
$561K ﹤0.01%
43,932
+575
1550
$561K ﹤0.01%
+7,500
60 61
62
63 64