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
1001
$1.24M 0.01%
98,410
+8,222
1002
$1.24M 0.01%
36,075
+4,654
1003
$1.23M 0.01%
27,768
+1,597
1004
$1.23M 0.01%
68,445
-1,966
1005
$1.23M 0.01%
31,139
+1,007
1006
$1.23M 0.01%
27,700
-521
1007
$1.22M 0.01%
47,167
-115
1008
$1.22M 0.01%
125,410
+13,935
1009
$1.21M 0.01%
41,175
+16,731
1010
$1.21M 0.01%
47,716
+9,700
1011
$1.21M 0.01%
20,204
-18,465
1012
$1.21M 0.01%
13,144
-1,804
1013
$1.2M 0.01%
188,158
-1,365
1014
$1.2M 0.01%
30,705
-99,840
1015
$1.2M 0.01%
35,622
-14,939
1016
$1.2M 0.01%
27,514
+280
1017
$1.2M 0.01%
19,422
-285
1018
$1.2M 0.01%
80,789
+55,800
1019
$1.2M 0.01%
36,735
+28,945
1020
$1.2M 0.01%
9,393
+1,049
1021
$1.2M 0.01%
+75,000
1022
$1.19M 0.01%
88,459
-6,100
1023
$1.19M 0.01%
20,324
-3,294
1024
$1.19M 0.01%
20,708
-13,182
1025
$1.19M 0.01%
9,887
-20,982
39 40
41
42 43