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
476
$4.75M 0.04%
112,512
+4,527
477
$4.74M 0.04%
178,096
-18,260
478
$4.74M 0.04%
61,533
-6,336
479
$4.73M 0.04%
63,780
+3,817
480
$4.71M 0.04%
45,654
+2,319
481
$4.71M 0.04%
96,902
+26,237
482
$4.71M 0.04%
50,539
+496
483
$4.7M 0.04%
65,626
+6,774
484
$4.69M 0.04%
115,059
-6,548
485
$4.67M 0.04%
186,829
+29,411
486
$4.67M 0.04%
85,951
+80,463
487
$4.67M 0.04%
89,204
-41,164
488
$4.66M 0.04%
78,000
-176,614
489
$4.65M 0.04%
1,281,341
-32,349
490
$4.65M 0.04%
123,095
-4,470
491
$4.6M 0.04%
76,730
+13,494
492
$4.6M 0.04%
176,625
-31,005
493
$4.53M 0.04%
53,679
-14,690
494
$4.52M 0.04%
45,171
+3,948
495
$4.48M 0.04%
61,658
-37,033
496
$4.48M 0.04%
104,047
+1,096
497
$4.47M 0.04%
53,144
+874
498
$4.46M 0.04%
224,354
+207,483
499
$4.42M 0.04%
99,795
+7,629
500
$4.41M 0.04%
52,426
+6,898
18 19
20
21 22