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
276
$10.4M 0.09%
87,947
+14,879
277
$10.3M 0.09%
228,234
-653,446
278
$10.3M 0.09%
278,477
-80,159
279
$10.3M 0.09%
233,377
-16,316
280
$10.2M 0.09%
2,376,692
+1,304,150
281
$10.1M 0.09%
114,788
+2,798
282
$10M 0.09%
85,650
-29,376
283
$9.82M 0.09%
315,594
+8,846
284
$9.8M 0.09%
108,051
+101,646
285
$9.8M 0.09%
204,207
-45,315
286
$9.78M 0.09%
547,465
+143
287
$9.62M 0.09%
118,792
-17,994
288
$9.6M 0.09%
95,231
-4,084
289
$9.59M 0.09%
+312,291
290
$9.55M 0.09%
75,035
+2,347
291
$9.52M 0.09%
107,358
-14,087
292
$9.51M 0.09%
399,974
+178,472
293
$9.48M 0.09%
742,550
+302,744
294
$9.47M 0.09%
62,330
-501
295
$9.34M 0.08%
461,129
+6,586
296
$9.34M 0.08%
74,578
-17,377
297
$9.25M 0.08%
144,063
+12,265
298
$9.21M 0.08%
195,576
-4,944
299
$9.19M 0.08%
239,976
-8,740
300
$9.17M 0.08%
185,248
+22,993
10 11
12
13 14