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
1801
$338K ﹤0.01%
42,200
-6,000
1802
$338K ﹤0.01%
4,355
+334
1803
$337K ﹤0.01%
8,809
+2,781
1804
$337K ﹤0.01%
9,604
-6,949
1805
$337K ﹤0.01%
+48,173
1806
$336K ﹤0.01%
16,339
+774
1807
$336K ﹤0.01%
8,762
-174
1808
$336K ﹤0.01%
+7,386
1809
$336K ﹤0.01%
68,950
-309,330
1810
$336K ﹤0.01%
4,928
-2,492
1811
$335K ﹤0.01%
+1,224
1812
$335K ﹤0.01%
15,081
1813
$334K ﹤0.01%
+13,003
1814
$334K ﹤0.01%
8,335
-6,174
1815
$333K ﹤0.01%
7,745
+3,778
1816
$332K ﹤0.01%
19,365
+1,900
1817
$332K ﹤0.01%
12,831
-2,625
1818
$332K ﹤0.01%
+5,712
1819
$332K ﹤0.01%
+25,594
1820
$332K ﹤0.01%
+18,550
1821
$331K ﹤0.01%
+3,726
1822
$331K ﹤0.01%
4,795
+425
1823
$331K ﹤0.01%
+3,871
1824
$331K ﹤0.01%
9,278
+172
1825
$328K ﹤0.01%
504
-36
71 72
73
74 75