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
626
$3.04M 0.03%
212,136
-72,738
627
$3.02M 0.03%
165,855
+19,531
628
$3.02M 0.03%
157,716
-35,298
629
$3M 0.03%
49,978
+10,886
630
$2.93M 0.03%
46,520
+4,257
631
$2.93M 0.03%
141,238
-239,234
632
$2.92M 0.03%
35,226
-4,200
633
$2.92M 0.03%
63,007
+158
634
$2.89M 0.03%
12,960
+6,525
635
$2.88M 0.03%
36,964
+5,149
636
$2.87M 0.03%
20,094
-61,502
637
$2.87M 0.03%
+80,534
638
$2.86M 0.03%
24,533
+10,532
639
$2.85M 0.03%
21,893
+50
640
$2.84M 0.03%
46,037
-40,602
641
$2.82M 0.03%
37,051
-970
642
$2.81M 0.03%
67,497
-12,888
643
$2.8M 0.03%
116,347
+20,804
644
$2.8M 0.03%
56,806
-1,481
645
$2.78M 0.03%
19,906
-12,063
646
$2.77M 0.02%
82,576
-18,020
647
$2.76M 0.02%
46,759
-3,262
648
$2.76M 0.02%
114
+8
649
$2.74M 0.02%
85,482
-810
650
$2.74M 0.02%
83,284
-1,270
24 25
26
27 28