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
326
$8.12M 0.07%
208,242
-305
327
$8.12M 0.07%
245,141
-134,643
328
$8.06M 0.07%
840,994
-498,045
329
$8.06M 0.07%
+382,546
330
$8.05M 0.07%
+166,813
331
$7.97M 0.07%
454,429
-77,643
332
$7.94M 0.07%
159,553
+119,394
333
$7.92M 0.07%
24,764
+3,496
334
$7.88M 0.07%
164,574
+69,018
335
$7.87M 0.07%
166,968
-68,482
336
$7.87M 0.07%
293,046
-51,798
337
$7.86M 0.07%
75,912
+13,928
338
$7.84M 0.07%
+112,974
339
$7.78M 0.07%
61,515
-24,637
340
$7.75M 0.07%
+168,453
341
$7.75M 0.07%
132,246
+57,565
342
$7.74M 0.07%
574,520
-56,490
343
$7.73M 0.07%
287,249
+45,268
344
$7.7M 0.07%
157,386
-50,897
345
$7.65M 0.07%
171,881
+158,041
346
$7.59M 0.07%
501,583
-302,133
347
$7.59M 0.07%
80,806
+2,377
348
$7.58M 0.07%
215,852
-24,329
349
$7.48M 0.07%
+489,275
350
$7.48M 0.07%
138,315
-1,197
12 13
14
15 16