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
2101
$89K ﹤0.01%
+10,265
2102
$84K ﹤0.01%
16,850
-1,000
2103
$83K ﹤0.01%
16,866
-1
2104
$83K ﹤0.01%
+2,390
2105
$81K ﹤0.01%
20,750
-68,806
2106
$80K ﹤0.01%
+1,648
2107
$74K ﹤0.01%
+16,600
2108
$72K ﹤0.01%
10,900
+900
2109
$70K ﹤0.01%
+2,450
2110
$66K ﹤0.01%
22,551
+5,000
2111
$63K ﹤0.01%
49,000
+7,500
2112
$58K ﹤0.01%
14,217
+834
2113
$58K ﹤0.01%
+885
2114
$55K ﹤0.01%
2,813
+740
2115
$54K ﹤0.01%
7
+1
2116
– –
0
2117
$52K ﹤0.01%
+12,000
2118
$51K ﹤0.01%
1,500
2119
$41K ﹤0.01%
2,035
-17,700
2120
$40K ﹤0.01%
1
-1
2121
$40K ﹤0.01%
+1
2122
$38K ﹤0.01%
3
+2
2123
$36K ﹤0.01%
2,250
+362
2124
$35K ﹤0.01%
11,400
2125
$34K ﹤0.01%
1,357
+528
83 84
85
86 87