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
1251
$773K 0.01%
30,398
+1,398
1252
$772K 0.01%
+14,513
1253
$771K 0.01%
11,133
-343
1254
$770K 0.01%
7,084
-710
1255
$766K 0.01%
30,430
+4,440
1256
$763K 0.01%
37,140
+15,544
1257
$759K 0.01%
15,700
-349
1258
$758K 0.01%
14,249
-1,954
1259
$758K 0.01%
11,309
-3,616
1260
$753K 0.01%
2,256
-645
1261
$753K 0.01%
18,279
-4,994
1262
$749K 0.01%
12,578
-8,476
1263
$749K 0.01%
7,102
+2,031
1264
$748K 0.01%
14,971
-3,087
1265
$746K 0.01%
6,310
+490
1266
$743K 0.01%
+20,527
1267
$742K 0.01%
7,971
-277
1268
$732K 0.01%
42,123
-415
1269
$732K 0.01%
9,548
-149,005
1270
$731K 0.01%
10,231
+20
1271
$730K 0.01%
21,647
+9,019
1272
$730K 0.01%
14,135
-2,689
1273
$729K 0.01%
27,824
-4,948
1274
$727K 0.01%
13,000
+2,786
1275
$727K 0.01%
11,771
+172
49 50
51
52 53