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
1351
$642K 0.01%
+26,825
1352
$640K 0.01%
41,954
-422
1353
$639K 0.01%
18,647
+142
1354
$638K 0.01%
44,588
+13,258
1355
$637K 0.01%
12,381
+4,489
1356
$637K 0.01%
41,170
+1,550
1357
$636K 0.01%
21,378
-10,112
1358
$635K 0.01%
11,772
-706
1359
$630K 0.01%
+87,040
1360
$628K 0.01%
55,737
-6,900
1361
$627K 0.01%
25,718
-437,037
1362
$626K 0.01%
24,685
+747
1363
$624K 0.01%
8,694
-524
1364
$623K 0.01%
102,055
+3,748
1365
$622K 0.01%
20,138
-18,782
1366
$621K 0.01%
11,545
+584
1367
$621K 0.01%
26,363
+41
1368
$619K 0.01%
73,832
+46,610
1369
$617K 0.01%
4,574
-3,493
1370
$617K 0.01%
11,897
+315
1371
$615K 0.01%
32,014
+5,812
1372
$615K 0.01%
33,340
+334
1373
$614K 0.01%
111,283
+1,008
1374
$612K 0.01%
59,668
-425
1375
$611K 0.01%
100,440
+2,400
53 54
55
56 57