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
1651
$378K ﹤0.01%
5,503
-442
1652
$378K ﹤0.01%
25,055
-8,493
1653
$378K ﹤0.01%
34,381
+4,533
1654
$376K ﹤0.01%
+2,373
1655
$376K ﹤0.01%
9,887
+716
1656
$376K ﹤0.01%
10,686
-1,092
1657
$375K ﹤0.01%
14,611
+3,739
1658
$375K ﹤0.01%
13,735
-120
1659
$373K ﹤0.01%
3,719
-9
1660
$373K ﹤0.01%
+33,352
1661
$372K ﹤0.01%
2,596
+844
1662
$372K ﹤0.01%
3,190
+52
1663
$371K ﹤0.01%
12,790
+70
1664
$369K ﹤0.01%
4,799
-534
1665
$368K ﹤0.01%
+15,386
1666
$368K ﹤0.01%
35,900
+19,100
1667
$368K ﹤0.01%
6,465
-6,962
1668
$367K ﹤0.01%
13,974
+6,534
1669
$367K ﹤0.01%
33,780
-1,800
1670
$367K ﹤0.01%
7,045
-526
1671
$363K ﹤0.01%
26,779
+390
1672
$362K ﹤0.01%
11,484
+784
1673
$362K ﹤0.01%
3,109
-2,331
1674
$361K ﹤0.01%
+4,779
1675
$360K ﹤0.01%
15,823
-1,479
65 66
67
68 69