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
2226
$18K ﹤0.01%
25,000
2227
$17K ﹤0.01%
1
2228
– –
0
2229
$13K ﹤0.01%
24,500
-24,500
2230
$10K ﹤0.01%
400
2231
$8K ﹤0.01%
1,500
2232
$7K ﹤0.01%
7
2233
$7K ﹤0.01%
50
2234
$6K ﹤0.01%
10,670
2235
– –
-33,224
2236
– –
-15,028
2237
– –
-1,749
2238
– –
-34,700
2239
– –
-4,514
2240
– –
-4,572
2241
– –
-12,810
2242
– –
-42,462
2243
– –
-40,000
2244
– –
-9,394
2245
– –
-13,340
2246
– –
-16,000
2247
– –
-12,000
2248
– –
-53,700
2249
– –
-11,110
2250
– –
-10,775
88 89
90
91 92