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
2051
$140K ﹤0.01%
+65,000
2052
$139K ﹤0.01%
19,352
+5,397
2053
$139K ﹤0.01%
+4,052
2054
$139K ﹤0.01%
12,775
2055
$136K ﹤0.01%
11,240
+38
2056
$136K ﹤0.01%
38,140
-250
2057
$135K ﹤0.01%
12,652
+341
2058
$135K ﹤0.01%
+12,550
2059
$132K ﹤0.01%
27,609
2060
$132K ﹤0.01%
15,350
-322
2061
$132K ﹤0.01%
+4,018
2062
$131K ﹤0.01%
16,176
-5,304
2063
$127K ﹤0.01%
+10,000
2064
$124K ﹤0.01%
+10,000
2065
$124K ﹤0.01%
+14,950
2066
$121K ﹤0.01%
638
+51
2067
$121K ﹤0.01%
+22,117
2068
$120K ﹤0.01%
31,000
2069
$119K ﹤0.01%
9,656
-390
2070
$118K ﹤0.01%
23,376
-5,526
2071
$117K ﹤0.01%
58
-1
2072
$116K ﹤0.01%
24,721
+4,200
2073
$116K ﹤0.01%
19,220
+4,900
2074
$112K ﹤0.01%
10,000
2075
$111K ﹤0.01%
2,900
+440
81 82
83
84 85