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
1751
$311K ﹤0.01%
5,258
+38
1752
$311K ﹤0.01%
18,515
-719
1753
$310K ﹤0.01%
2,061
+148
1754
$310K ﹤0.01%
12,935
+27
1755
$310K ﹤0.01%
8,245
+721
1756
$309K ﹤0.01%
61,637
-7,723
1757
$309K ﹤0.01%
12,354
+895
1758
$307K ﹤0.01%
6,976
-45
1759
$307K ﹤0.01%
14,991
-800
1760
$307K ﹤0.01%
18,044
1761
$306K ﹤0.01%
7,967
-6,570
1762
$306K ﹤0.01%
+13,458
1763
$306K ﹤0.01%
+11,971
1764
$306K ﹤0.01%
4,295
1765
$305K ﹤0.01%
7,425
+2,000
1766
$305K ﹤0.01%
8,546
-278
1767
$305K ﹤0.01%
+6,722
1768
$305K ﹤0.01%
5,367
+1,362
1769
$305K ﹤0.01%
5,892
-200
1770
$304K ﹤0.01%
14,319
-1,097
1771
$303K ﹤0.01%
+3,201
1772
$302K ﹤0.01%
+11,603
1773
$301K ﹤0.01%
14,616
-1,727
1774
$300K ﹤0.01%
8,783
-1,498
1775
$300K ﹤0.01%
9,290
+492
69 70
71
72 73