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
1876
$249K ﹤0.01%
18,932
+2,756
1877
$248K ﹤0.01%
8,622
+28
1878
$248K ﹤0.01%
+9,050
1879
$248K ﹤0.01%
21,751
-54,151
1880
$245K ﹤0.01%
3,239
+225
1881
$245K ﹤0.01%
5,890
-58,211
1882
$244K ﹤0.01%
1,391
-758
1883
$242K ﹤0.01%
17,625
+6,100
1884
$242K ﹤0.01%
3,021
-354
1885
$242K ﹤0.01%
9,033
+1,245
1886
$242K ﹤0.01%
46,033
-1,921
1887
$241K ﹤0.01%
2,047
-273
1888
$241K ﹤0.01%
11,715
-315
1889
$241K ﹤0.01%
+5,601
1890
$241K ﹤0.01%
+11,700
1891
$241K ﹤0.01%
+17,391
1892
$240K ﹤0.01%
25,400
+1,200
1893
$240K ﹤0.01%
21,306
+1,400
1894
$240K ﹤0.01%
5,842
+260
1895
$240K ﹤0.01%
+6,384
1896
$239K ﹤0.01%
+3,048
1897
$239K ﹤0.01%
12,197
-69,550
1898
$239K ﹤0.01%
24,685
+901
1899
$238K ﹤0.01%
13,955
-122,170
1900
$238K ﹤0.01%
+3,405
74 75
76
77 78