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
101
$25.3M 0.23%
603,912
+70,376
102
$25.1M 0.23%
3,296,267
-33,980
103
$25M 0.22%
492,436
-5,946
104
$24.9M 0.22%
636,774
+6,406
105
$24.8M 0.22%
398,644
+53,376
106
$24.6M 0.22%
1,611,261
+355,024
107
$24.6M 0.22%
371,296
-129,334
108
$24.5M 0.22%
609,912
+465,335
109
$24.5M 0.22%
433,684
+4,471
110
$24.1M 0.22%
1,395,799
+61,690
111
$23.8M 0.21%
315,976
-36,558
112
$23.8M 0.21%
605,892
+65,436
113
$23.7M 0.21%
620,001
+1,299
114
$23.7M 0.21%
249,588
+4,440
115
$23.5M 0.21%
575,285
+125,213
116
$23M 0.21%
244,128
+45,796
117
$22.9M 0.21%
1,399,059
+1,335,374
118
$22.6M 0.2%
149,547
-3,762
119
$22.6M 0.2%
2,745,238
+563,997
120
$22.5M 0.2%
523,630
+19,539
121
$22.4M 0.2%
669,806
-4,917
122
$22.3M 0.2%
310,668
+4,234
123
$21.3M 0.19%
356,478
+98,570
124
$21.1M 0.19%
200,657
+17,789
125
$20.7M 0.19%
326,611
+81,611
3 4
5
6 7