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
376
$6.82M 0.06%
298,224
-116,580
377
$6.81M 0.06%
153,956
+38,001
378
$6.8M 0.06%
54,788
+1,166
379
$6.79M 0.06%
467,350
-40,581
380
$6.77M 0.06%
170,113
-22,641
381
$6.76M 0.06%
135,120
-130,728
382
$6.74M 0.06%
65,626
+10,694
383
$6.72M 0.06%
128,497
+2,793
384
$6.65M 0.06%
55,855
+943
385
$6.61M 0.06%
99,093
+42,723
386
$6.57M 0.06%
770,708
+631,370
387
$6.53M 0.06%
267,460
+85,650
388
$6.52M 0.06%
25,840
-1,692
389
$6.52M 0.06%
58,473
-1,079
390
$6.49M 0.06%
135,960
-5,151
391
$6.42M 0.06%
223,056
+191,930
392
$6.34M 0.06%
148,844
+2,320
393
$6.33M 0.06%
45,431
-3,437
394
$6.32M 0.06%
185,097
+15,642
395
$6.28M 0.06%
40,703
-5,866
396
$6.22M 0.06%
64,297
-2,804
397
$6.22M 0.06%
43,380
+17,238
398
$6.21M 0.06%
140,816
-15,257
399
$6.2M 0.06%
124,485
-618
400
$6.18M 0.06%
76,922
-3,292
14 15
16
17 18