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
1926
$228K ﹤0.01%
+5,130
1927
$227K ﹤0.01%
15,781
1928
$227K ﹤0.01%
+5,141
1929
$226K ﹤0.01%
6,668
-2,128
1930
$226K ﹤0.01%
8,366
-285
1931
$226K ﹤0.01%
26,854
+224
1932
$225K ﹤0.01%
+3,605
1933
$225K ﹤0.01%
860
-474
1934
$225K ﹤0.01%
13,245
-6,704
1935
$225K ﹤0.01%
+13,987
1936
$224K ﹤0.01%
14,233
+4,233
1937
$224K ﹤0.01%
6,539
-47,816
1938
$224K ﹤0.01%
5,593
-41,982
1939
$223K ﹤0.01%
+5,308
1940
$223K ﹤0.01%
+8,200
1941
$222K ﹤0.01%
+34,675
1942
$221K ﹤0.01%
+4,460
1943
$218K ﹤0.01%
6,235
-142
1944
$218K ﹤0.01%
9,125
-2,290
1945
$218K ﹤0.01%
4,090
1946
$218K ﹤0.01%
+6,007
1947
$218K ﹤0.01%
+9,239
1948
$218K ﹤0.01%
9,522
-3,912
1949
$217K ﹤0.01%
1,922
-145
1950
$217K ﹤0.01%
3,379
-718
76 77
78
79 80