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
1201
$851K 0.01%
8,056
-3,411
1202
$850K 0.01%
13,238
+859
1203
$849K 0.01%
17,804
+2,467
1204
$848K 0.01%
9,536
+2,100
1205
$847K 0.01%
42,879
-201,489
1206
$846K 0.01%
23,395
+275
1207
$842K 0.01%
14,007
-4,048
1208
$842K 0.01%
15,609
+1,462
1209
$842K 0.01%
395,417
-13,560
1210
$840K 0.01%
20,868
-2,084
1211
$840K 0.01%
26,021
-24,747
1212
$840K 0.01%
91,248
-161,124
1213
$836K 0.01%
+35,000
1214
$833K 0.01%
8,589
+19
1215
$829K 0.01%
29,351
+4,761
1216
$826K 0.01%
+12,662
1217
$826K 0.01%
92,948
-1,235
1218
$825K 0.01%
23,589
+2,272
1219
$825K 0.01%
+22,046
1220
$823K 0.01%
21,086
-1,270
1221
$822K 0.01%
44,388
-896
1222
$822K 0.01%
109,257
+14,087
1223
$821K 0.01%
51,358
+3,378
1224
$820K 0.01%
40,000
+15,000
1225
$816K 0.01%
38,700
+21,695
47 48
49
50 51