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
1476
$507K ﹤0.01%
7,569
-775
1477
$507K ﹤0.01%
14,176
-202
1478
$507K ﹤0.01%
8,773
+348
1479
$507K ﹤0.01%
17,396
-3,331
1480
$507K ﹤0.01%
11,078
-3,398
1481
$505K ﹤0.01%
35,825
+4,000
1482
$505K ﹤0.01%
9,374
+210
1483
$505K ﹤0.01%
67,900
-109,775
1484
$505K ﹤0.01%
11,406
-109
1485
$502K ﹤0.01%
14,024
+2,266
1486
$502K ﹤0.01%
26,983
-90
1487
$501K ﹤0.01%
33,945
+18,449
1488
$501K ﹤0.01%
22,679
-10,371
1489
$501K ﹤0.01%
15,558
+295
1490
$498K ﹤0.01%
11,763
-221
1491
$498K ﹤0.01%
12,145
+5,522
1492
$497K ﹤0.01%
5,548
+731
1493
$497K ﹤0.01%
8,636
-372
1494
$496K ﹤0.01%
+40,400
1495
$496K ﹤0.01%
40,119
-627
1496
$495K ﹤0.01%
2,384
-2,900
1497
$494K ﹤0.01%
+8,011
1498
$493K ﹤0.01%
5,901
-178
1499
$491K ﹤0.01%
13,191
+375
1500
$490K ﹤0.01%
10,704
-3,325
58 59
60
61 62