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
876
$1.6M 0.01%
43,736
-22,328
877
$1.58M 0.01%
84,314
-11,112
878
$1.58M 0.01%
24,978
+2,145
879
$1.57M 0.01%
29,606
-53,699
880
$1.57M 0.01%
37,218
+1,942
881
$1.57M 0.01%
15,849
+5,243
882
$1.57M 0.01%
220,949
-3,497
883
$1.57M 0.01%
44,824
+1,150
884
$1.56M 0.01%
27,270
+14,192
885
$1.56M 0.01%
+20,745
886
$1.55M 0.01%
19,220
-497
887
$1.55M 0.01%
80,382
+2,779
888
$1.55M 0.01%
30,869
+4,051
889
$1.54M 0.01%
99,313
+7,350
890
$1.53M 0.01%
+23,597
891
$1.53M 0.01%
88,486
-20,688
892
$1.53M 0.01%
37,676
+13,352
893
$1.53M 0.01%
21,418
-2,135
894
$1.53M 0.01%
97,153
+19,284
895
$1.53M 0.01%
17,104
-8,854
896
$1.52M 0.01%
48,659
-11,981
897
$1.52M 0.01%
24,068
+277
898
$1.52M 0.01%
61,638
+212
899
$1.51M 0.01%
168,002
+50,051
900
$1.51M 0.01%
203,162
+8,582
34 35
36
37 38