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
726
$2.3M 0.02%
54,138
+1,297
727
$2.3M 0.02%
9,034
+34
728
$2.29M 0.02%
51,900
-1,000
729
$2.29M 0.02%
34,867
+6,772
730
$2.29M 0.02%
25,352
-34,356
731
$2.29M 0.02%
64,103
-12,754
732
$2.28M 0.02%
62,575
+1,502
733
$2.25M 0.02%
142,322
+118,219
734
$2.24M 0.02%
29,477
+6,939
735
$2.24M 0.02%
42,647
-201
736
$2.24M 0.02%
30,932
+12,576
737
$2.23M 0.02%
62,998
+50,227
738
$2.23M 0.02%
349,618
+128,422
739
$2.2M 0.02%
56,661
-6,984
740
$2.2M 0.02%
49,998
+3,662
741
$2.19M 0.02%
62,965
+57,815
742
$2.19M 0.02%
37,311
+3,593
743
$2.18M 0.02%
82,427
+29,953
744
$2.18M 0.02%
84,472
+72,361
745
$2.18M 0.02%
21,312
-6,333
746
$2.18M 0.02%
232,692
-2,999
747
$2.17M 0.02%
78,240
-4,220
748
$2.16M 0.02%
157,025
+9,376
749
$2.16M 0.02%
66,703
+15,418
750
$2.15M 0.02%
99,479
+22,068
28 29
30
31 32