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
351
$7.45M 0.07%
22,638
+20,793
352
$7.45M 0.07%
82,536
+24,367
353
$7.44M 0.07%
187,641
-7,275
354
$7.42M 0.07%
99,599
-3,352
355
$7.41M 0.07%
119,762
-17,570
356
$7.39M 0.07%
85,175
-748
357
$7.32M 0.07%
126,341
+3,796
358
$7.3M 0.07%
198,244
+24,264
359
$7.3M 0.07%
222,274
+91,560
360
$7.26M 0.07%
146,841
+115,691
361
$7.22M 0.06%
290,481
-212,737
362
$7.14M 0.06%
117,973
+73,913
363
$7.1M 0.06%
108,346
+27,577
364
$7.09M 0.06%
189,338
+15,142
365
$7.04M 0.06%
83,151
+4,718
366
$7.03M 0.06%
115,300
+11,068
367
$7.03M 0.06%
183,977
+50,378
368
$7M 0.06%
155,425
+27,729
369
$6.93M 0.06%
5,763
-4,213
370
$6.93M 0.06%
461,446
-3,827
371
$6.92M 0.06%
+284,650
372
$6.92M 0.06%
186,284
-51,922
373
$6.9M 0.06%
72,057
+387
374
$6.9M 0.06%
449,192
+31,470
375
$6.83M 0.06%
158,816
-5,140
13 14
15
16 17