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
1976
$241K ﹤0.01%
+14,305
1977
$240K ﹤0.01%
34,286
-463
1978
$240K ﹤0.01%
+9,360
1979
$240K ﹤0.01%
3,352
-253
1980
$239K ﹤0.01%
+9,468
1981
$236K ﹤0.01%
+4,758
1982
$236K ﹤0.01%
20,864
-1,496
1983
$236K ﹤0.01%
14,932
+4,932
1984
$236K ﹤0.01%
4,085
+7
1985
$236K ﹤0.01%
+15,000
1986
$235K ﹤0.01%
19,306
1987
– –
0
1988
$234K ﹤0.01%
+8,068
1989
$234K ﹤0.01%
+4,566
1990
$233K ﹤0.01%
32,650
1991
$233K ﹤0.01%
15,781
1992
$233K ﹤0.01%
4,231
-83,321
1993
$233K ﹤0.01%
4,090
-230
1994
$233K ﹤0.01%
20,000
-5,000
1995
$232K ﹤0.01%
16,735
+8
1996
$231K ﹤0.01%
+4,132
1997
$231K ﹤0.01%
1,146
+141
1998
$229K ﹤0.01%
1,220
-872
1999
$229K ﹤0.01%
+26,533
2000
$229K ﹤0.01%
+10,318
78 79
80
81 82