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
851
$1.67M 0.02%
9,876
-4,096
852
$1.67M 0.02%
180,687
+22,594
853
$1.67M 0.02%
41,405
-380
854
$1.66M 0.01%
120,471
+9,015
855
$1.66M 0.01%
43,348
-9,525
856
$1.66M 0.01%
48,957
+43,408
857
$1.65M 0.01%
56,870
+4,055
858
$1.65M 0.01%
17,431
-24,131
859
$1.65M 0.01%
115,245
+32,780
860
$1.64M 0.01%
8,794
+1,280
861
$1.64M 0.01%
120,445
+4,568
862
$1.63M 0.01%
62,087
+790
863
$1.63M 0.01%
49,754
+18,380
864
$1.62M 0.01%
37,101
+11,513
865
$1.62M 0.01%
14,894
-929
866
$1.62M 0.01%
+64,695
867
$1.62M 0.01%
19,062
+12,652
868
$1.62M 0.01%
77,411
-2,387
869
$1.61M 0.01%
33,791
-276
870
$1.61M 0.01%
38,880
-16,471
871
$1.61M 0.01%
14,768
+1,446
872
$1.61M 0.01%
43,235
-12,075
873
$1.61M 0.01%
16,494
-4,030
874
$1.6M 0.01%
21,980
+1,543
875
$1.6M 0.01%
37,892
-4,568
33 34
35
36 37