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
451
$5.16M 0.05%
+331,262
452
$5.15M 0.05%
762,680
-20,110
453
$5.13M 0.05%
187,139
+42,882
454
$5.1M 0.05%
229,092
+157,643
455
$5.09M 0.05%
168,722
-16,476
456
$5.09M 0.05%
74,593
+15,737
457
$5.01M 0.05%
134,797
+121,902
458
$5M 0.04%
105,707
+90,646
459
$4.97M 0.04%
10,727,080
+257,760
460
$4.94M 0.04%
138,811
+41,742
461
$4.92M 0.04%
+280,564
462
$4.89M 0.04%
33,829
+31,692
463
$4.88M 0.04%
73,342
-29,524
464
$4.87M 0.04%
128,913
-16,612
465
$4.87M 0.04%
159,497
+35,580
466
$4.86M 0.04%
115,686
+109,481
467
$4.86M 0.04%
193,291
-93,811
468
$4.85M 0.04%
229,877
+200,608
469
$4.83M 0.04%
+81,140
470
$4.82M 0.04%
99,063
-16,466
471
$4.81M 0.04%
56,584
-308,266
472
$4.8M 0.04%
367,569
+4,119
473
$4.8M 0.04%
21,369
+1,874
474
$4.78M 0.04%
66,902
-1,051
475
$4.78M 0.04%
144,633
+52,409
17 18
19
20 21