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
526
$4.11M 0.04%
53,779
+983
527
$4.1M 0.04%
79,600
+47,282
528
$4.1M 0.04%
337,895
+16,585
529
$4.08M 0.04%
60,663
-16,621
530
$4.07M 0.04%
45,167
-2,482
531
$4.05M 0.04%
203,088
+48,193
532
$4.05M 0.04%
74,982
+16,209
533
$4.05M 0.04%
37,302
+799
534
$4.03M 0.04%
131,368
+13,540
535
$4M 0.04%
+246,432
536
$4M 0.04%
52,238
+14
537
$3.98M 0.04%
126,505
+15,488
538
$3.98M 0.04%
72,735
+7,007
539
$3.98M 0.04%
413,664
+162,502
540
$3.95M 0.04%
133,996
+7,214
541
$3.93M 0.04%
19,122
-7,240
542
$3.91M 0.04%
36,802
-5,375
543
$3.89M 0.04%
74,185
+2,751
544
$3.88M 0.03%
122,039
-28,612
545
$3.87M 0.03%
63,893
+6,794
546
$3.87M 0.03%
82,347
-1,213
547
$3.85M 0.03%
138,092
-3,186
548
$3.85M 0.03%
47,888
-5,019
549
$3.85M 0.03%
46,573
-9,279
550
$3.83M 0.03%
247,534
-40,186
20 21
22
23 24