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
1451
$533K ﹤0.01%
16,222
-5,374
1452
$533K ﹤0.01%
47,201
+18,835
1453
$531K ﹤0.01%
38,600
+2,207
1454
$531K ﹤0.01%
40,473
+6,893
1455
$531K ﹤0.01%
53,788
-4,624
1456
$528K ﹤0.01%
+2,669
1457
$528K ﹤0.01%
22,300
+1,094
1458
$527K ﹤0.01%
17,968
-5,211
1459
$526K ﹤0.01%
34,313
+175
1460
$525K ﹤0.01%
+38,150
1461
$523K ﹤0.01%
42,579
-12,743
1462
$521K ﹤0.01%
10,613
-1,449
1463
$520K ﹤0.01%
7,220
-15,767
1464
$520K ﹤0.01%
35,769
-10,000
1465
$518K ﹤0.01%
54,028
-1,041
1466
$518K ﹤0.01%
2,198
+583
1467
$518K ﹤0.01%
6,776
+1,939
1468
$517K ﹤0.01%
14,464
+1,916
1469
$515K ﹤0.01%
68,516
+2,251
1470
$514K ﹤0.01%
4,933
+191
1471
$514K ﹤0.01%
+7,200
1472
$513K ﹤0.01%
39,850
-23,271
1473
$512K ﹤0.01%
+13,544
1474
$512K ﹤0.01%
+42,668
1475
$508K ﹤0.01%
9,076
+365
57 58
59
60 61