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
801
$1.92M 0.02%
25,772
+697
802
$1.91M 0.02%
60,847
-3,659
803
$1.91M 0.02%
350,400
+77,400
804
$1.9M 0.02%
20,673
+14,203
805
$1.9M 0.02%
104,200
-1,155
806
$1.9M 0.02%
44,791
+3,064
807
$1.9M 0.02%
13,704
+473
808
$1.89M 0.02%
146,884
+9,885
809
$1.88M 0.02%
+44,096
810
$1.88M 0.02%
10,094
-295
811
$1.88M 0.02%
80,144
+34,082
812
$1.86M 0.02%
61,580
+724
813
$1.85M 0.02%
41,332
+1,948
814
$1.83M 0.02%
22,229
+1,328
815
$1.83M 0.02%
31,806
+392
816
$1.83M 0.02%
2,956
-841
817
$1.83M 0.02%
129,848
+5,672
818
$1.82M 0.02%
49,637
+3,343
819
$1.82M 0.02%
52,317
-1,709
820
$1.81M 0.02%
23,171
-75,201
821
$1.81M 0.02%
104,220
+2,705
822
$1.81M 0.02%
37,185
+1,181
823
$1.8M 0.02%
20,602
+3,939
824
$1.78M 0.02%
66,439
+4,382
825
$1.77M 0.02%
24,150
-890
31 32
33
34 35