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
1676
$359K ﹤0.01%
+14,157
1677
$359K ﹤0.01%
15,478
-17,898
1678
$358K ﹤0.01%
+16,041
1679
$356K ﹤0.01%
+56
1680
$356K ﹤0.01%
5,179
-100
1681
$356K ﹤0.01%
20,720
+1,530
1682
$354K ﹤0.01%
+17,725
1683
$354K ﹤0.01%
13,953
-9,120
1684
$350K ﹤0.01%
18,845
+6,080
1685
$350K ﹤0.01%
+22,219
1686
$350K ﹤0.01%
13,950
+2,030
1687
$350K ﹤0.01%
7,013
-3,970
1688
$350K ﹤0.01%
26,227
-447
1689
$349K ﹤0.01%
+7,509
1690
$349K ﹤0.01%
11,833
+2,666
1691
$348K ﹤0.01%
10,517
-7,992
1692
$348K ﹤0.01%
5,208
-94
1693
$347K ﹤0.01%
94,916
-1,019
1694
$346K ﹤0.01%
22,151
+3,263
1695
$346K ﹤0.01%
+3,432
1696
$346K ﹤0.01%
35,000
+1,100
1697
$346K ﹤0.01%
9,235
-2,700
1698
$345K ﹤0.01%
+8,420
1699
$344K ﹤0.01%
+42,850
1700
$344K ﹤0.01%
+37,996
66 67
68
69 70