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
2126
$34K ﹤0.01%
13,254
+600
2127
$33K ﹤0.01%
11,000
-44,449
2128
$32K ﹤0.01%
11,850
-5,000
2129
$30K ﹤0.01%
16
2130
$29K ﹤0.01%
22,000
-9,000
2131
$28K ﹤0.01%
+7,500
2132
$26K ﹤0.01%
17,425
2133
$24K ﹤0.01%
+10,500
2134
$21K ﹤0.01%
+400
2135
$15K ﹤0.01%
50
2136
$12K ﹤0.01%
+10,670
2137
– –
-15,984
2138
– –
-20,285
2139
– –
-15,000
2140
– –
-13,537
2141
– –
-30,175
2142
– –
-2,167
2143
– –
-16,600
2144
– –
-15,000
2145
– –
-21,223
2146
– –
-12,000
2147
– –
-6,965
2148
– –
-12,953
2149
– –
-12,447
2150
– –
-10,283
84 85
86
87 88