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
926
$1.44M 0.01%
27,566
-457
927
$1.44M 0.01%
54,575
+9,869
928
$1.44M 0.01%
39,478
+1,020
929
$1.44M 0.01%
57,117
+3,366
930
$1.44M 0.01%
29,540
+2,121
931
$1.43M 0.01%
63,425
+3,411
932
$1.43M 0.01%
103,540
+27,745
933
$1.43M 0.01%
12,801
+633
934
$1.42M 0.01%
55,024
+973
935
$1.41M 0.01%
22,638
+1,421
936
$1.41M 0.01%
63,573
-307
937
$1.41M 0.01%
34,184
-530
938
$1.41M 0.01%
39,671
+3,392
939
$1.41M 0.01%
132,469
+69,063
940
$1.4M 0.01%
24,833
-3,079
941
$1.4M 0.01%
42,061
+4,973
942
$1.4M 0.01%
21,310
-3,679
943
$1.4M 0.01%
58,778
+4,177
944
$1.4M 0.01%
16,064
+413
945
$1.39M 0.01%
40,450
+9,004
946
$1.39M 0.01%
60,612
+418
947
$1.39M 0.01%
30,525
-6,936
948
$1.38M 0.01%
34,100
+186
949
$1.38M 0.01%
110,783
+3,927
950
$1.38M 0.01%
34,795
+19
36 37
38
39 40