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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
2301
– –
-155,456
2302
– –
-11,048
2303
– –
-16,620
2304
– –
-930,010
2305
– –
-1,029,545
2306
– –
-14,420
2307
– –
-37,849
2308
– –
-6,889
2309
– –
-29,899
2310
– –
-56,559
2311
– –
-60,966
2312
– –
-13,568
2313
– –
-6,494
2314
– –
-22,552
2315
– –
-15,726
2316
– –
-7,715
2317
– –
-10,199
2318
– –
-46,596
2319
– –
-11,512
2320
– –
-11,137
2321
– –
-39,827
2322
– –
0
2323
– –
-41,445
2324
– –
-290,003
2325
– –
-9,226
91 92
93
94 95