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
426
$5.61M 0.05%
186,134
-12,729
427
$5.57M 0.05%
387,240
-6,606
428
$5.57M 0.05%
100,323
+45,870
429
$5.54M 0.05%
342,638
+46,218
430
$5.52M 0.05%
89,383
-10,259
431
$5.5M 0.05%
92,335
-3,064
432
$5.49M 0.05%
61,331
-6,026
433
$5.47M 0.05%
109,960
+14,989
434
$5.43M 0.05%
37,261
-4,962
435
$5.4M 0.05%
164,552
-3,691
436
$5.4M 0.05%
461,277
+7,064
437
$5.38M 0.05%
+154,868
438
$5.37M 0.05%
194,439
+48,041
439
$5.35M 0.05%
235,222
+3,868
440
$5.32M 0.05%
66,222
+23,606
441
$5.29M 0.05%
97,884
-7,530
442
$5.29M 0.05%
114,712
-1,928
443
$5.25M 0.05%
87,496
-4,303
444
$5.24M 0.05%
101,529
-17,394
445
$5.22M 0.05%
263,042
+122,318
446
$5.2M 0.05%
31,293
-1,069
447
$5.2M 0.05%
362,760
+88,740
448
$5.19M 0.05%
71,458
+2,617
449
$5.17M 0.05%
78,421
+24,396
450
$5.17M 0.05%
75,351
+1,362
16 17
18
19 20