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
501
$4.39M 0.04%
184,430
+47,833
502
$4.39M 0.04%
177,730
-65,164
503
$4.38M 0.04%
3,196
+1,160
504
$4.36M 0.04%
98,655
-25,194
505
$4.33M 0.04%
59,818
+3,523
506
$4.32M 0.04%
77,502
+2,093
507
$4.31M 0.04%
104,875
-6,123
508
$4.3M 0.04%
42,265
-6,743
509
$4.27M 0.04%
145,793
+18,064
510
$4.25M 0.04%
90,321
+191
511
$4.24M 0.04%
81,079
-16,144
512
$4.2M 0.04%
54,512
-1,484
513
$4.2M 0.04%
56,723
+6,719
514
$4.2M 0.04%
35,386
-3,622
515
$4.19M 0.04%
78,420
+5,575
516
$4.19M 0.04%
83,600
-36,176
517
$4.19M 0.04%
292,078
-322,295
518
$4.18M 0.04%
52,968
-11,853
519
$4.16M 0.04%
153,990
+132,264
520
$4.15M 0.04%
66,035
-1,766
521
$4.14M 0.04%
152,055
+16,839
522
$4.13M 0.04%
30,820
+271
523
$4.12M 0.04%
348,330
+52,008
524
$4.11M 0.04%
93,646
-9,448
525
$4.11M 0.04%
182,979
+88,701
19 20
21
22 23