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
1826
$270K ﹤0.01%
20,260
+457
1827
$269K ﹤0.01%
+12,500
1828
$269K ﹤0.01%
+7,008
1829
$268K ﹤0.01%
17,850
+7,850
1830
$268K ﹤0.01%
16,282
-544
1831
$268K ﹤0.01%
25,438
-1,672
1832
$268K ﹤0.01%
16,000
-4,000
1833
$268K ﹤0.01%
25,000
1834
$267K ﹤0.01%
24,121
+2,200
1835
$267K ﹤0.01%
48,726
+3,100
1836
$266K ﹤0.01%
10,408
-5,339
1837
$266K ﹤0.01%
7,536
-42,496
1838
$266K ﹤0.01%
1,531
-1,943
1839
$266K ﹤0.01%
2,597
+74
1840
$266K ﹤0.01%
3,566
-1,349
1841
$265K ﹤0.01%
+7,382
1842
$264K ﹤0.01%
9,649
-602
1843
$263K ﹤0.01%
+4,130
1844
$263K ﹤0.01%
16,575
+950
1845
$263K ﹤0.01%
1,420
-13
1846
$263K ﹤0.01%
16,600
1847
$263K ﹤0.01%
+7,457
1848
$263K ﹤0.01%
+5,941
1849
$261K ﹤0.01%
372
+1
1850
$260K ﹤0.01%
+3,596
72 73
74
75 76