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
1026
$1.19M 0.01%
41,764
+19,584
1027
$1.18M 0.01%
82,642
+2,386
1028
$1.18M 0.01%
18,178
-3,235
1029
$1.18M 0.01%
76,852
+50,000
1030
$1.18M 0.01%
46,221
+3,343
1031
$1.18M 0.01%
52,983
+3,949
1032
$1.18M 0.01%
15,480
+2,702
1033
$1.17M 0.01%
34,427
-20,172
1034
$1.17M 0.01%
12,727
+52
1035
$1.17M 0.01%
14,965
-6,131
1036
$1.17M 0.01%
43,363
+453
1037
$1.16M 0.01%
14,380
+4,043
1038
$1.16M 0.01%
79,351
+2,834
1039
$1.16M 0.01%
39,305
+3,602
1040
$1.16M 0.01%
+47,963
1041
$1.16M 0.01%
50,159
+34,763
1042
$1.16M 0.01%
79,069
+4,665
1043
$1.16M 0.01%
72,642
+45,739
1044
$1.16M 0.01%
43,020
-615
1045
$1.15M 0.01%
39,650
-14,660
1046
$1.15M 0.01%
20,000
+3,950
1047
$1.15M 0.01%
196,772
-3,190
1048
$1.15M 0.01%
17,282
-122
1049
$1.14M 0.01%
37,077
+10,790
1050
$1.14M 0.01%
7,790
-1,430
40 41
42
43 44