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
1526
$469K ﹤0.01%
5,124
+1,125
1527
$468K ﹤0.01%
16,877
+2,262
1528
$468K ﹤0.01%
23,258
-20,984
1529
$468K ﹤0.01%
27,430
+5,000
1530
$467K ﹤0.01%
57,170
+14,394
1531
$467K ﹤0.01%
6,520
-315
1532
$466K ﹤0.01%
7,580
-1,315
1533
$466K ﹤0.01%
19,546
-757
1534
$465K ﹤0.01%
9,997
-188,774
1535
$463K ﹤0.01%
18,173
-1,389
1536
$463K ﹤0.01%
17,432
+1,191
1537
$463K ﹤0.01%
2,664
-48
1538
$463K ﹤0.01%
11,161
-32,080
1539
$463K ﹤0.01%
17,775
+2,033
1540
$463K ﹤0.01%
12,831
-2,518
1541
$462K ﹤0.01%
17,658
+2,120
1542
$461K ﹤0.01%
7,117
+251
1543
$461K ﹤0.01%
+13,403
1544
$460K ﹤0.01%
7,377
+152
1545
$460K ﹤0.01%
13,002
+1,258
1546
$458K ﹤0.01%
12,162
-9,521
1547
$455K ﹤0.01%
+31,800
1548
$454K ﹤0.01%
6,973
+735
1549
$452K ﹤0.01%
+14,071
1550
$451K ﹤0.01%
26,820
+16,665
60 61
62
63 64