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
301
$9.16M 0.08%
122,386
-33,249
302
$9.07M 0.08%
156,038
+64,153
303
$9.06M 0.08%
253,344
+79,939
304
$9.03M 0.08%
271,504
+8,206
305
$8.96M 0.08%
259,007
+107,712
306
$8.93M 0.08%
85,286
-3,893
307
$8.9M 0.08%
195,666
-4,226
308
$8.79M 0.08%
160,954
-8,381
309
$8.74M 0.08%
792,082
+279,103
310
$8.72M 0.08%
155,401
-24,112
311
$8.71M 0.08%
179,334
+957
312
$8.68M 0.08%
314,851
+16,961
313
$8.66M 0.08%
327,501
-34,296
314
$8.66M 0.08%
324,276
+38,622
315
$8.59M 0.08%
384,987
-72,717
316
$8.57M 0.08%
118,725
-23,379
317
$8.57M 0.08%
162,318
+73,480
318
$8.47M 0.08%
118,412
+59,652
319
$8.41M 0.08%
246,106
+12,476
320
$8.38M 0.08%
149,444
+63,288
321
$8.28M 0.07%
629,951
-252,638
322
$8.27M 0.07%
39,056
+32,623
323
$8.22M 0.07%
297,533
+140,308
324
$8.2M 0.07%
999,819
+689,980
325
$8.12M 0.07%
192,789
-120,951
11 12
13
14 15