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
76
$29.2M 0.26%
378,743
+28,961
77
$29.1M 0.26%
771,114
+104,799
78
$28.9M 0.26%
494,917
+13,745
79
$28.5M 0.26%
277,067
+1,716
80
$28.4M 0.26%
308,262
+27,589
81
$28.3M 0.25%
780,230
+617,522
82
$28.2M 0.25%
222,897
-1,621
83
$28.2M 0.25%
244,570
+19,209
84
$27.9M 0.25%
1,270,820
-60,514
85
$27.8M 0.25%
242,230
+11,606
86
$27.7M 0.25%
580,511
+11,529
87
$27.3M 0.25%
249,702
+2,935
88
$27.2M 0.24%
600,454
+43,669
89
$27M 0.24%
556,532
+101,676
90
$26.8M 0.24%
+1,369,161
91
$26.7M 0.24%
360,121
-63,863
92
$26.7M 0.24%
1,641,380
+138,580
93
$26.2M 0.24%
369,006
-30,489
94
$26M 0.23%
161,933
+13,124
95
$25.8M 0.23%
264,162
+31,093
96
$25.8M 0.23%
105,150
+5,789
97
$25.7M 0.23%
704,594
+92,155
98
$25.7M 0.23%
299,407
+1,439
99
$25.6M 0.23%
660,872
+598
100
$25.5M 0.23%
333,026
+6,526
2 3
4
5 6