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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
2351
– –
-39,800
2352
– –
-123,698
2353
– –
-5,561
2354
– –
-14,173
2355
– –
-9,500
2356
– –
-10,541
2357
– –
-16,544
2358
– –
-14,701
2359
– –
-37,503
2360
– –
-33,093
2361
– –
-7,053
2362
– –
-41,250
2363
– –
-7,235
2364
– –
-3,321
2365
– –
-1,266
2366
– –
-6,900
2367
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-85,000
2368
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-3,329
2369
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-29,009
2370
– –
-11,980
2371
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-8,900
2372
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-7,952
2373
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-3,777
2374
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-12,140
2375
– –
-31,465
93 94
95
96 97