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
1126
$993K 0.01%
45,356
+3,706
1127
$986K 0.01%
40,533
+15,033
1128
$984K 0.01%
41,914
+694
1129
$983K 0.01%
+31,519
1130
$983K 0.01%
20,571
-2,711
1131
$982K 0.01%
13,577
+405
1132
$981K 0.01%
32,472
+1,118
1133
$979K 0.01%
9,816
-1,194
1134
$978K 0.01%
18,574
+6,220
1135
$978K 0.01%
15,333
+546
1136
$977K 0.01%
16,446
+1,360
1137
$977K 0.01%
25,887
-13,149
1138
$977K 0.01%
33,095
+17,541
1139
$976K 0.01%
8,824
-2,286
1140
$975K 0.01%
30,114
+2,968
1141
$973K 0.01%
28,514
-18,993
1142
$971K 0.01%
13,073
-2,753
1143
$968K 0.01%
7,000
+518
1144
$966K 0.01%
+41,515
1145
$965K 0.01%
96,120
+22,065
1146
$964K 0.01%
59,505
+40,630
1147
$963K 0.01%
18,580
-325
1148
$959K 0.01%
9,479
+1,823
1149
$957K 0.01%
22,399
-462
1150
$953K 0.01%
19,017
-9,786
44 45
46
47 48