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
51
$36.8M 0.33%
212,536
-5,183
52
$36.7M 0.33%
424,031
+38,075
53
$36.2M 0.33%
1,052,228
+203,132
54
$35.4M 0.32%
278,579
+33,072
55
$35.2M 0.32%
416,719
+67,949
56
$34.5M 0.31%
814,517
-8,920
57
$34.5M 0.31%
464,580
+31,468
58
$34.3M 0.31%
415,874
-3,707
59
$34.2M 0.31%
1,368,291
-220,026
60
$33.5M 0.3%
607,552
-41,090
61
$33.2M 0.3%
451,680
-18,994
62
$32.9M 0.3%
492,659
+39,905
63
$32.9M 0.3%
578,572
+23,878
64
$32.5M 0.29%
727,544
+44,710
65
$32.2M 0.29%
608,778
+19,194
66
$32M 0.29%
611,172
-125,459
67
$31.5M 0.28%
428,680
+20,847
68
$31.4M 0.28%
867,059
+87,659
69
$30.9M 0.28%
324,779
-1,844
70
$30.8M 0.28%
559,481
-1,988
71
$30.2M 0.27%
5,130
+22
72
$30.1M 0.27%
428,263
-64,592
73
$30M 0.27%
814,218
+3,741
74
$29.4M 0.26%
1,394,427
+90,806
75
$29.3M 0.26%
435,082
+54,209
1 2
3
4 5