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
701
$2.41M 0.02%
175,487
+4,624
702
$2.41M 0.02%
181,978
-388,664
703
$2.4M 0.02%
69,244
+11,805
704
$2.4M 0.02%
20,234
+11,382
705
$2.39M 0.02%
49,703
-3,092
706
$2.39M 0.02%
252,577
+1,238
707
$2.39M 0.02%
63,450
-11,815
708
$2.38M 0.02%
48,019
+24,099
709
$2.38M 0.02%
28,645
+1,614
710
$2.38M 0.02%
127,428
+6,932
711
$2.38M 0.02%
80,985
+70,845
712
$2.37M 0.02%
54,683
+1,832
713
$2.37M 0.02%
105,686
+9,722
714
$2.36M 0.02%
59,843
-2,819
715
$2.36M 0.02%
189,454
+124,204
716
$2.35M 0.02%
189,976
+39,139
717
$2.35M 0.02%
87,350
-5,060
718
$2.34M 0.02%
56,866
+2,520
719
$2.34M 0.02%
40,269
+4,371
720
$2.33M 0.02%
25,437
+20,177
721
$2.32M 0.02%
91,170
-56,567
722
$2.32M 0.02%
15,047
-6,320
723
$2.31M 0.02%
74,642
-138,878
724
$2.31M 0.02%
91,021
+2,500
725
$2.31M 0.02%
61,174
+3,563
27 28
29
30 31