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
1326
$667K 0.01%
11,107
+28
1327
$663K 0.01%
14,412
-9,254
1328
$660K 0.01%
19,916
+836
1329
$660K 0.01%
7,131
-71,987
1330
$659K 0.01%
448
-362
1331
$659K 0.01%
20,054
-581
1332
$659K 0.01%
38,851
-76,763
1333
$657K 0.01%
28,546
-103,817
1334
$656K 0.01%
32,224
+6,354
1335
$653K 0.01%
26,344
-540
1336
$653K 0.01%
5,533
+2,783
1337
$653K 0.01%
52,100
-1,930
1338
$652K 0.01%
10,591
-851
1339
$652K 0.01%
9,408
-19
1340
$651K 0.01%
27,714
-1,174
1341
$650K 0.01%
149,137
+11,216
1342
$649K 0.01%
19,817
+472
1343
$647K 0.01%
52,380
-680
1344
$646K 0.01%
14,467
+285
1345
$646K 0.01%
9,700
-1,181
1346
$646K 0.01%
57,208
-1,093
1347
$644K 0.01%
18,818
-7,983
1348
$644K 0.01%
16,625
+1,594
1349
$643K 0.01%
6,462
+184
1350
$643K 0.01%
16,635
+289
52 53
54
55 56