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
576
$3.56M 0.03%
40,685
-436
577
$3.55M 0.03%
228,376
-74,703
578
$3.54M 0.03%
55,689
-149
579
$3.54M 0.03%
27,699
+2,344
580
$3.5M 0.03%
83,666
-2,691
581
$3.5M 0.03%
47,373
+39,030
582
$3.5M 0.03%
63,313
-10,353
583
$3.48M 0.03%
40,023
-998
584
$3.48M 0.03%
89,257
+3,383
585
$3.47M 0.03%
325
-148
586
$3.47M 0.03%
74,524
+3,539
587
$3.46M 0.03%
17,536
+4,807
588
$3.44M 0.03%
89,822
+32,764
589
$3.44M 0.03%
30,921
-38,507
590
$3.44M 0.03%
90,666
-5,965
591
$3.44M 0.03%
144,480
+3,805
592
$3.44M 0.03%
28,562
+12,514
593
$3.43M 0.03%
131,792
-55,306
594
$3.41M 0.03%
55,878
+24
595
$3.41M 0.03%
29,113
-984
596
$3.4M 0.03%
165,103
+39,085
597
$3.4M 0.03%
75,013
+36,262
598
$3.39M 0.03%
69,909
-6,404
599
$3.38M 0.03%
70,513
-7,366
600
$3.38M 0.03%
68,746
+3,505
22 23
24
25 26