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
1851
$314K ﹤0.01%
9,914
-11,535
1852
$314K ﹤0.01%
3,287
-8,654
1853
$313K ﹤0.01%
172,153
-92,723
1854
$313K ﹤0.01%
24,419
-105,581
1855
$312K ﹤0.01%
15,332
-4,678
1856
$312K ﹤0.01%
18,824
-58,169
1857
$312K ﹤0.01%
+42,133
1858
$311K ﹤0.01%
13,152
-1,365
1859
$310K ﹤0.01%
3,234
+426
1860
$309K ﹤0.01%
9,605
-510
1861
$309K ﹤0.01%
28,570
-16,922
1862
$307K ﹤0.01%
16,688
+71
1863
$307K ﹤0.01%
17,000
-38,234
1864
$307K ﹤0.01%
2,070
-120
1865
$306K ﹤0.01%
+3,235
1866
$306K ﹤0.01%
+10,793
1867
$305K ﹤0.01%
12,910
-21
1868
$305K ﹤0.01%
3,578
-5,833
1869
$305K ﹤0.01%
+20,919
1870
$303K ﹤0.01%
16,290
-2,012
1871
$303K ﹤0.01%
54,784
-3,094
1872
$303K ﹤0.01%
36,505
+250
1873
$303K ﹤0.01%
8,858
+2,144
1874
$302K ﹤0.01%
21,818
-1,324
1875
$302K ﹤0.01%
5,130
+380
73 74
75
76 77