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
826
$1.76M 0.02%
178,106
+122,506
827
$1.76M 0.02%
71,739
+8,608
828
$1.76M 0.02%
209,830
-15,620
829
$1.75M 0.02%
27,347
-4,644
830
$1.74M 0.02%
54,094
-1,087
831
$1.74M 0.02%
98,995
+2,403
832
$1.74M 0.02%
33,051
+2,116
833
$1.74M 0.02%
134,451
+40,530
834
$1.73M 0.02%
20,904
+4,307
835
$1.72M 0.02%
63,473
+4,263
836
$1.72M 0.02%
11,667
+4,484
837
$1.71M 0.02%
13,841
-257
838
$1.71M 0.02%
33,347
-23,421
839
$1.71M 0.02%
19,196
-13,796
840
$1.7M 0.02%
19,561
+3,309
841
$1.7M 0.02%
34,124
-7,780
842
$1.7M 0.02%
8,540
+545
843
$1.7M 0.02%
53,996
+3,895
844
$1.69M 0.02%
15,306
+1,818
845
$1.69M 0.02%
19,975
-3,952
846
$1.68M 0.02%
37,596
+1,060
847
$1.68M 0.02%
39,390
+2,222
848
$1.68M 0.02%
415
+28
849
$1.67M 0.02%
103,044
+7,341
850
$1.67M 0.02%
21,370
+1,737
32 33
34
35 36