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
1401
$583K 0.01%
18,800
+8,800
1402
$575K 0.01%
47,277
-2,825
1403
$575K 0.01%
18,280
-1,554
1404
$574K 0.01%
40,275
+13,216
1405
$572K 0.01%
6,493
-2,049
1406
$571K 0.01%
26,502
+2,453
1407
$571K 0.01%
52,400
-1,000
1408
$570K 0.01%
31,521
+15,331
1409
$568K 0.01%
12,982
+346
1410
$568K 0.01%
16,388
-125,989
1411
$567K 0.01%
23,053
-11,420
1412
$567K 0.01%
6,482
+644
1413
$567K 0.01%
+25,452
1414
$565K 0.01%
+23,559
1415
$565K 0.01%
22,138
+11
1416
$564K 0.01%
+24,300
1417
$564K 0.01%
34,080
-24,754
1418
$563K 0.01%
5,315
-29
1419
$563K 0.01%
33,336
+16,427
1420
$562K 0.01%
9,250
-6,179
1421
$561K 0.01%
34,018
+3,709
1422
$561K 0.01%
1,991
-2,905
1423
$559K 0.01%
22,306
-1,554
1424
$558K 0.01%
3,256
+257
1425
$556K 0.01%
122,400
-1,528
55 56
57
58 59