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
1576
$432K ﹤0.01%
65,000
1577
$431K ﹤0.01%
17,019
-4,739
1578
$431K ﹤0.01%
+25,770
1579
$430K ﹤0.01%
6,082
-11,044
1580
$430K ﹤0.01%
16,169
-177
1581
$430K ﹤0.01%
28,016
+1,333
1582
$429K ﹤0.01%
+33,434
1583
$428K ﹤0.01%
16,848
-45
1584
$427K ﹤0.01%
34,956
-4,224
1585
$426K ﹤0.01%
14,298
-650
1586
$425K ﹤0.01%
8,195
-66,139
1587
$424K ﹤0.01%
1,346
-710
1588
$423K ﹤0.01%
+18,516
1589
$423K ﹤0.01%
4,777
-780
1590
$423K ﹤0.01%
2,362
+250
1591
$421K ﹤0.01%
20,625
+628
1592
$421K ﹤0.01%
9,207
-3,948
1593
$419K ﹤0.01%
7,436
+973
1594
$419K ﹤0.01%
+29,351
1595
$419K ﹤0.01%
8,012
+181
1596
$418K ﹤0.01%
10,034
+2
1597
$417K ﹤0.01%
24,750
+18,500
1598
$416K ﹤0.01%
12,819
+3,318
1599
$414K ﹤0.01%
341
-8
1600
$414K ﹤0.01%
8,824
-1,870
62 63
64
65 66