Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
26
$52.7M 0.47%
583,888
+37,786
27
$52.2M 0.47%
502,867
+18,366
28
$51.2M 0.46%
651,195
-6,821
29
$50.1M 0.45%
584,512
-285,548
30
$49.5M 0.44%
854,891
+532,325
31
$49M 0.44%
581,690
+10,134
32
$48.2M 0.43%
803,767
-28,249
33
$47.4M 0.43%
521,240
+19,693
34
$46.3M 0.42%
146,768
-2,653
35
$45.7M 0.41%
511,267
-11,487
36
$45.3M 0.41%
859,644
+40,864
37
$44.2M 0.4%
374,840
+10,044
38
$43.3M 0.39%
624,108
-72,468
39
$42.7M 0.38%
423,659
-186
40
$42.3M 0.38%
606,490
+22,191
41
$42M 0.38%
344,665
+39,988
42
$40.8M 0.37%
227,613
+10,468
43
$40.4M 0.36%
732,206
+31,444
44
$40.3M 0.36%
993,716
-327,925
45
$39.9M 0.36%
583,719
+15,704
46
$39.7M 0.36%
919,617
+51,454
47
$39.3M 0.35%
452,970
-23,499
48
$39M 0.35%
860,179
-14,301
49
$39M 0.35%
175,234
+153,197
50
$38.1M 0.34%
376,209
+22,964
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2
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