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
1951
$217K ﹤0.01%
85
-31
1952
$216K ﹤0.01%
8,430
-240
1953
$216K ﹤0.01%
+9,940
1954
$216K ﹤0.01%
+17,476
1955
$216K ﹤0.01%
6,580
+234
1956
$215K ﹤0.01%
2,895
-245
1957
$215K ﹤0.01%
22,025
+4,610
1958
$215K ﹤0.01%
3,301
-25
1959
$214K ﹤0.01%
186
-1,171
1960
$214K ﹤0.01%
15,352
-382
1961
$213K ﹤0.01%
+3,752
1962
$213K ﹤0.01%
2,916
+113
1963
$213K ﹤0.01%
15,540
-521
1964
$212K ﹤0.01%
+23,715
1965
$212K ﹤0.01%
+15,000
1966
$212K ﹤0.01%
+15,000
1967
$212K ﹤0.01%
3,355
-842
1968
$211K ﹤0.01%
+3,951
1969
$211K ﹤0.01%
3,018
-387
1970
$211K ﹤0.01%
4,142
1971
$209K ﹤0.01%
10,088
-1,795
1972
$208K ﹤0.01%
+11,645
1973
$208K ﹤0.01%
10,139
-374
1974
$208K ﹤0.01%
+14,898
1975
$207K ﹤0.01%
+7,585
77 78
79
80 81