Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,312
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$30.8M
3
+$26.8M
4
GM icon
General Motors
GM
+$22.4M
5
TGNA icon
TEGNA Inc
TGNA
+$21.9M

Top Sells

1
+$29.5M
2
+$26.2M
3
+$25.4M
4
COP icon
ConocoPhillips
COP
+$24.5M
5
TDS icon
Telephone and Data Systems
TDS
+$19.6M

Sector Composition

1 Technology 13.13%
2 Healthcare 10.2%
3 Industrials 10.02%
4 Financials 8.86%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.3M 0.12%
1,741,369
-14,672
227
$13.1M 0.12%
137,981
-18,389
228
$13.1M 0.12%
192,155
+1,355
229
$13.1M 0.12%
509,972
-500
230
$13M 0.12%
306,410
-77,560
231
$13M 0.12%
225,066
+11,424
232
$12.9M 0.12%
354,798
+133,276
233
$12.9M 0.12%
102,027
+31,601
234
$12.9M 0.12%
206,907
-11,317
235
$12.8M 0.12%
404,248
-60,502
236
$12.8M 0.12%
262,207
+92,945
237
$12.8M 0.11%
382,507
+19,457
238
$12.7M 0.11%
313,557
+13,537
239
$12.7M 0.11%
110,147
+2,378
240
$12.7M 0.11%
185,695
-38,420
241
$12.6M 0.11%
827,652
+262,557
242
$12.6M 0.11%
281,055
+1,753
243
$12.5M 0.11%
154,434
-2,117
244
$12.5M 0.11%
125,338
+13,176
245
$12.4M 0.11%
260,682
-435
246
$12.4M 0.11%
+444,904
247
$12.3M 0.11%
476,925
-13,842
248
$12.2M 0.11%
151,314
+448
249
$12.2M 0.11%
791,982
-163,125
250
$12.2M 0.11%
+482,126
8 9
10
11 12