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
2426
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-47,237
2427
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-2,802
2428
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-25,283
2429
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-125,608
2430
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-2,060
2431
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-15,000
2432
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-48,822
2433
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-11,072
2434
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-14,208
2435
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-15,000
2436
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-36,950
2437
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-43,360
2438
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-20,000
2439
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-25,128
2440
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-18,999
2441
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-13,251
2442
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-13,750
2443
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-11,169
2444
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-27,078
2445
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-12,500
2446
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-7,518
2447
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-15,800
2448
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-8,658
2449
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-18,254
2450
– –
-3,709
95 96 97
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