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
651
$2.73M 0.02%
+49,146
652
$2.7M 0.02%
55,348
-1,150
653
$2.69M 0.02%
23,215
-6,559
654
$2.69M 0.02%
56,284
+6,631
655
$2.69M 0.02%
49,119
-8,055
656
$2.68M 0.02%
29,369
-10,408
657
$2.68M 0.02%
94,713
-4,292
658
$2.67M 0.02%
53,782
+9,636
659
$2.67M 0.02%
279,483
+12,279
660
$2.66M 0.02%
35,299
+318
661
$2.65M 0.02%
33,422
+3,408
662
$2.65M 0.02%
59,951
-1,150
663
$2.64M 0.02%
118,786
+20,942
664
$2.63M 0.02%
52,627
+4,859
665
$2.63M 0.02%
26,568
+5,003
666
$2.62M 0.02%
40,869
+963
667
$2.61M 0.02%
138,644
-2,666
668
$2.6M 0.02%
76,205
-10,149
669
$2.59M 0.02%
74,562
+3,291
670
$2.59M 0.02%
30,243
-9,303
671
$2.58M 0.02%
55,424
-10,086
672
$2.58M 0.02%
49,549
-2,211
673
$2.57M 0.02%
15,402
+7,395
674
$2.57M 0.02%
38,513
+7,522
675
$2.56M 0.02%
218,972
+2,085
25 26
27
28 29