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
1726
$325K ﹤0.01%
12,693
+1,594
1727
$324K ﹤0.01%
18,385
+335
1728
$323K ﹤0.01%
7,470
+404
1729
$323K ﹤0.01%
13,842
-110,883
1730
$322K ﹤0.01%
13,257
-5,437
1731
$320K ﹤0.01%
9,436
-117
1732
$320K ﹤0.01%
34,241
-18,205
1733
$319K ﹤0.01%
+6,733
1734
$319K ﹤0.01%
5,753
+897
1735
$319K ﹤0.01%
2,550
-4,139
1736
$318K ﹤0.01%
6,600
-8,434
1737
$318K ﹤0.01%
5,605
+115
1738
$318K ﹤0.01%
23,599
+3,599
1739
$317K ﹤0.01%
12,765
+1,227
1740
$316K ﹤0.01%
8,761
-199
1741
$315K ﹤0.01%
3,330
+879
1742
$315K ﹤0.01%
8,828
-91,427
1743
$315K ﹤0.01%
+12,849
1744
$314K ﹤0.01%
10,138
+2,975
1745
$314K ﹤0.01%
+16,412
1746
$314K ﹤0.01%
+12,529
1747
$313K ﹤0.01%
6,185
+76
1748
$312K ﹤0.01%
7,576
-663
1749
$312K ﹤0.01%
6,414
+164
1750
$311K ﹤0.01%
15,035
-19,000
68 69
70
71 72