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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
2326
– –
-25,000
2327
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-43,995
2328
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-36,750
2329
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-7,382
2330
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-14,549
2331
– –
-10,095
2332
– –
-10,300
2333
– –
-5,386
2334
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-34,074
2335
– –
-10,288
2336
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-28,498
2337
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-188,537
2338
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-36,990
2339
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-5,931
2340
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-26,381
2341
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-5,979
2342
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-10,600
2343
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-3,960
2344
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-4,986
2345
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-4,231
2346
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-2,069
2347
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-43,192
2348
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2349
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-8,743
2350
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-15,316
92 93
94
95 96