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
1901
$283K ﹤0.01%
+372
1902
$282K ﹤0.01%
+11,410
1903
$280K ﹤0.01%
6,930
-489
1904
$279K ﹤0.01%
+9,862
1905
$279K ﹤0.01%
+19,134
1906
$278K ﹤0.01%
+11,176
1907
$278K ﹤0.01%
20,172
-440
1908
$278K ﹤0.01%
5,219
-792
1909
$277K ﹤0.01%
1,783
-1,832
1910
$277K ﹤0.01%
+13,125
1911
$277K ﹤0.01%
19,525
+400
1912
$276K ﹤0.01%
3,683
-168
1913
$276K ﹤0.01%
1,242
+246
1914
$276K ﹤0.01%
+30,153
1915
$276K ﹤0.01%
+10,784
1916
$275K ﹤0.01%
+60,400
1917
$274K ﹤0.01%
12,350
-41
1918
$274K ﹤0.01%
1,180
+360
1919
$274K ﹤0.01%
50,317
-51,683
1920
$273K ﹤0.01%
4,293
-11,686
1921
$272K ﹤0.01%
+18,646
1922
$272K ﹤0.01%
2,723
-32,688
1923
$271K ﹤0.01%
+9,233
1924
$270K ﹤0.01%
42,339
+1,969
1925
$270K ﹤0.01%
20,338
-685
75 76
77
78 79