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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
2426
– –
-50,300
2427
– –
-16,278
2428
– –
-396,551
2429
– –
-75,447
2430
– –
-10,498
2431
– –
-37,740
2432
– –
-12,256
2433
– –
-8,466
2434
– –
-132,729
2435
– –
-108,498
2436
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-88,226
2437
– –
-25,319
2438
– –
-7,398
2439
– –
-13,204
2440
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-73,588
2441
– –
-12,500
2442
– –
-52,076
2443
– –
-13,447
2444
– –
-23,539
2445
– –
-8,873
2446
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-36,000
2447
– –
-34,843
2448
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-111,601
2449
– –
-149,070
2450
– –
-53,403
95 96 97
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