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
1051
$1.14M 0.01%
29,516
+18,502
1052
$1.13M 0.01%
225,620
-9,435
1053
$1.13M 0.01%
4,930
+33
1054
$1.13M 0.01%
91,384
-4,342
1055
$1.13M 0.01%
109,960
+34,000
1056
$1.13M 0.01%
28,945
+4,520
1057
$1.13M 0.01%
18,041
-15,866
1058
$1.13M 0.01%
27,116
+76
1059
$1.13M 0.01%
47,649
+5,480
1060
$1.12M 0.01%
54,202
+388
1061
$1.11M 0.01%
20,010
-144
1062
$1.11M 0.01%
+29,633
1063
$1.11M 0.01%
79,517
+32,868
1064
$1.11M 0.01%
8,204
+12
1065
$1.11M 0.01%
43,745
+33,015
1066
$1.11M 0.01%
10,565
-61,010
1067
$1.1M 0.01%
33,485
+142
1068
$1.1M 0.01%
17,199
-184
1069
$1.1M 0.01%
86,172
-19,998
1070
$1.1M 0.01%
21,222
-348
1071
$1.1M 0.01%
33,522
-4,432
1072
$1.1M 0.01%
18,379
-137
1073
$1.1M 0.01%
49,208
+105
1074
$1.09M 0.01%
75,308
+2,848
1075
$1.09M 0.01%
108,465
-167,987
41 42
43
44 45