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
1701
$420K ﹤0.01%
7,492
-218
1702
$420K ﹤0.01%
10,483
+1,579
1703
$417K ﹤0.01%
+15,000
1704
$416K ﹤0.01%
31,489
+2,993
1705
$413K ﹤0.01%
13,662
-58,516
1706
$413K ﹤0.01%
27,234
+3
1707
$412K ﹤0.01%
8,380
+350
1708
$412K ﹤0.01%
7,362
+1,143
1709
$410K ﹤0.01%
3,675
+726
1710
$409K ﹤0.01%
+17,359
1711
$409K ﹤0.01%
30,435
-1,200
1712
$406K ﹤0.01%
4,459
+545
1713
$405K ﹤0.01%
27,251
+1,663
1714
$404K ﹤0.01%
15,947
-638
1715
$404K ﹤0.01%
7,561
-285
1716
$403K ﹤0.01%
28,458
-3,855
1717
$403K ﹤0.01%
38,886
+199
1718
$401K ﹤0.01%
35,000
+5,000
1719
$401K ﹤0.01%
90,652
-21,566
1720
$401K ﹤0.01%
16,283
+107
1721
$398K ﹤0.01%
8,467
-132,090
1722
$396K ﹤0.01%
+14,695
1723
$395K ﹤0.01%
7,428
-2,590
1724
$395K ﹤0.01%
189,177
-11,006
1725
$394K ﹤0.01%
10,330
-108
67 68
69
70 71