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
2176
– –
-11,916
2177
– –
-42,297
2178
– –
-6,535
2179
– –
-17,500
2180
– –
-15,595
2181
– –
-5,332
2182
– –
-49,083
2183
– –
-13,255
2184
– –
-17,242
2185
– –
-31,684
2186
– –
-25,522
2187
– –
-6,633
2188
– –
-3,900
2189
– –
-3,401
2190
– –
-11,865
2191
– –
-20,515
2192
– –
-7,017
2193
– –
-136,167
2194
– –
-16,827
2195
– –
-57,042
2196
– –
-22,944
2197
– –
-119,545
2198
– –
-12,177
2199
– –
-29,018
2200
– –
-313,235
86 87
88
89 90