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
751
$2.14M 0.02%
34,474
-3,688
752
$2.14M 0.02%
23,670
-155
753
$2.14M 0.02%
90,023
-2,981
754
$2.12M 0.02%
451,215
+365,015
755
$2.12M 0.02%
39,594
+1,250
756
$2.12M 0.02%
60,864
+200
757
$2.11M 0.02%
469,480
-12,800
758
$2.11M 0.02%
69,320
-6,418
759
$2.1M 0.02%
32,724
-889
760
$2.1M 0.02%
64,882
+20,939
761
$2.1M 0.02%
+26,794
762
$2.09M 0.02%
79,277
-921
763
$2.08M 0.02%
31,383
+23,388
764
$2.07M 0.02%
68,792
-15,162
765
$2.07M 0.02%
53,411
-1,332
766
$2.07M 0.02%
27,314
+915
767
$2.07M 0.02%
9,847
+494
768
$2.06M 0.02%
231,303
-4,320
769
$2.06M 0.02%
22,737
+12,879
770
$2.05M 0.02%
62,343
-153,015
771
$2.05M 0.02%
44,585
+1,675
772
$2.04M 0.02%
31,422
-7,736
773
$2.04M 0.02%
+155,456
774
$2.03M 0.02%
+58,505
775
$2.03M 0.02%
283,870
-22,465
29 30
31
32 33