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
1901
$237K ﹤0.01%
5,185
-473
1902
$237K ﹤0.01%
+14,769
1903
$237K ﹤0.01%
12,240
-4,062
1904
$236K ﹤0.01%
2,619
-1,346
1905
$236K ﹤0.01%
+8,052
1906
$235K ﹤0.01%
9,780
+431
1907
$235K ﹤0.01%
+16,794
1908
$235K ﹤0.01%
7,447
-5,423
1909
$234K ﹤0.01%
16,562
-4,084
1910
$233K ﹤0.01%
5,940
-436
1911
$233K ﹤0.01%
17,623
+1,493
1912
$233K ﹤0.01%
36,380
1913
$232K ﹤0.01%
12,670
+633
1914
$231K ﹤0.01%
22,718
+4,718
1915
$231K ﹤0.01%
3,433
-2,108
1916
$230K ﹤0.01%
9,634
+732
1917
$230K ﹤0.01%
+4,078
1918
$230K ﹤0.01%
+5,178
1919
$230K ﹤0.01%
+1,596
1920
$229K ﹤0.01%
7,230
-641
1921
$229K ﹤0.01%
12,170
+184
1922
$229K ﹤0.01%
+20,750
1923
$229K ﹤0.01%
16,218
-1,988
1924
$228K ﹤0.01%
4,185
1925
$228K ﹤0.01%
6,589
+264
75 76
77
78 79