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
251
$12.1M 0.11%
234,004
+8,672
252
$12M 0.11%
146,302
-7,435
253
$12M 0.11%
164,337
-4,609
254
$12M 0.11%
777,791
-327,852
255
$11.9M 0.11%
109,052
-69,211
256
$11.8M 0.11%
318,804
+62,555
257
$11.8M 0.11%
143,316
+6,282
258
$11.7M 0.11%
1,398,739
-1,700
259
$11.7M 0.1%
292,781
+6,356
260
$11.6M 0.1%
139,444
-34,982
261
$11.5M 0.1%
250,497
-549
262
$11.4M 0.1%
135,472
-5,896
263
$11.3M 0.1%
573,072
+115,809
264
$11.3M 0.1%
85,127
+7,178
265
$11.1M 0.1%
109,697
+1,677
266
$11.1M 0.1%
224,142
-310,920
267
$11M 0.1%
101,427
+5,965
268
$10.9M 0.1%
212,606
+52,633
269
$10.8M 0.1%
283,466
-7,915
270
$10.7M 0.1%
157,000
-71,852
271
$10.7M 0.1%
92,481
+79,813
272
$10.6M 0.1%
221,059
+91,393
273
$10.6M 0.1%
109,704
+1,439
274
$10.5M 0.09%
991,665
+81,296
275
$10.4M 0.09%
274,663
+268,238
9 10
11
12 13