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
1376
$611K 0.01%
14,218
+1,666
1377
$610K 0.01%
+70,016
1378
$609K 0.01%
19,146
-1,040
1379
$608K 0.01%
73,024
-1,890
1380
$607K 0.01%
86,255
-1,231
1381
$607K 0.01%
42,493
+4,028
1382
$606K 0.01%
+35,000
1383
$605K 0.01%
14,465
-530
1384
$604K 0.01%
17,075
+251
1385
$603K 0.01%
+28,200
1386
$603K 0.01%
27,494
-140,965
1387
$603K 0.01%
16,339
-675
1388
$602K 0.01%
8,232
-1,573
1389
$601K 0.01%
11,096
+169
1390
$598K 0.01%
23,208
+3,885
1391
$595K 0.01%
+30,206
1392
$594K 0.01%
50,658
+34,495
1393
$594K 0.01%
14,828
+7,280
1394
$593K 0.01%
7,883
+217
1395
$592K 0.01%
+13,885
1396
$592K 0.01%
10,085
+1,989
1397
$589K 0.01%
12,626
+2,696
1398
$587K 0.01%
+1,029,545
1399
$584K 0.01%
13,825
+1,715
1400
$584K 0.01%
+10,863
54 55
56
57 58