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
176
$16.2M 0.15%
1,308,344
-52,124
177
$16.2M 0.15%
278,105
+48,653
178
$16.1M 0.14%
167,384
+10,443
179
$16.1M 0.14%
154,399
-21,567
180
$16.1M 0.14%
95,878
-4,396
181
$16.1M 0.14%
265,848
+16,216
182
$16M 0.14%
95,481
-68,511
183
$16M 0.14%
273,434
+18,524
184
$15.9M 0.14%
489,004
+166,598
185
$15.8M 0.14%
148,459
+127,911
186
$15.8M 0.14%
481,865
-163,323
187
$15.6M 0.14%
293,530
+12,392
188
$15.6M 0.14%
363,372
+38,860
189
$15.6M 0.14%
846,552
-175,935
190
$15.4M 0.14%
201,684
+2,209
191
$15.4M 0.14%
128,421
+17,006
192
$15.3M 0.14%
279,618
-6,855
193
$15.2M 0.14%
311,349
-20,051
194
$15.2M 0.14%
332,641
+74,117
195
$15M 0.13%
198,133
+24,819
196
$15M 0.13%
3,271,884
+1,214,874
197
$14.9M 0.13%
107,953
-12,747
198
$14.9M 0.13%
697,473
+97,033
199
$14.9M 0.13%
214,658
+37,626
200
$14.8M 0.13%
128,214
+26,671
6 7
8
9 10