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
1276
$723K 0.01%
16,607
+1,385
1277
$722K 0.01%
20,227
+6,069
1278
$721K 0.01%
7,585
+568
1279
$721K 0.01%
17,735
+168
1280
$720K 0.01%
5,960
+364
1281
$719K 0.01%
+20,551
1282
$714K 0.01%
11,100
-34,235
1283
$714K 0.01%
48,836
+4,392
1284
$713K 0.01%
20,869
+5,759
1285
$711K 0.01%
30,175
-600
1286
$710K 0.01%
28,625
+820
1287
$708K 0.01%
68,701
+5,972
1288
$707K 0.01%
15,266
+820
1289
$706K 0.01%
61,000
+35,758
1290
$706K 0.01%
15,653
-1,336
1291
$705K 0.01%
23,405
-219
1292
$703K 0.01%
17,348
+6,178
1293
$703K 0.01%
58,797
+1,238
1294
$696K 0.01%
+73,530
1295
$696K 0.01%
4,727
-450
1296
$695K 0.01%
13,557
+1,603
1297
$692K 0.01%
16,098
+414
1298
$690K 0.01%
10,357
+1,541
1299
$690K 0.01%
18,180
-36
1300
$689K 0.01%
41,452
+1,684
50 51
52
53 54