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
401
$6.16M 0.06%
+101,197
402
$6.07M 0.05%
322,439
+1,777
403
$6M 0.05%
25,089
-301
404
$5.94M 0.05%
73,794
-2,859
405
$5.93M 0.05%
279,567
-14,493
406
$5.89M 0.05%
181,048
+63,918
407
$5.89M 0.05%
31
+10
408
$5.87M 0.05%
82,480
-3,768
409
$5.8M 0.05%
72,930
+24,420
410
$5.79M 0.05%
86,446
+62,773
411
$5.78M 0.05%
68,998
-4,074
412
$5.78M 0.05%
98,588
-434,060
413
$5.77M 0.05%
70,099
+4,103
414
$5.77M 0.05%
92,061
-22,810
415
$5.74M 0.05%
253,638
-250,376
416
$5.72M 0.05%
56,887
+8,625
417
$5.72M 0.05%
91,707
+538
418
$5.71M 0.05%
135,535
+14,287
419
$5.7M 0.05%
14,528
-612
420
$5.66M 0.05%
112,160
+16,215
421
$5.65M 0.05%
64,680
+2,112
422
$5.64M 0.05%
193,997
+12,551
423
$5.63M 0.05%
70,934
+4,950
424
$5.62M 0.05%
173,563
+160,071
425
$5.61M 0.05%
465,816
-5,272
15 16
17
18 19