We are live on ! Find out more
Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$31.7M
2
+$31.3M
3
+$24.8M
4
GM icon
General Motors
GM
+$21.5M
5
TDC icon
Teradata
TDC
+$20.3M

Top Sells

1
+$26.8M
2
+$25.1M
3
+$24.4M
4
COP icon
ConocoPhillips
COP
+$22.2M
5
TDS icon
Telephone and Data Systems
TDS
+$19.9M

Sector Composition

1 Technology 12.99%
2 Healthcare 10.2%
3 Industrials 10.16%
4 Financials 8.86%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
– –
-25,522
2177
– –
-6,633
2178
– –
-3,900
2179
– –
-3,401
2180
– –
-11,865
2181
– –
-20,515
2182
– –
-7,017
2183
– –
-136,167
2184
– –
-16,827
2185
– –
-57,042
2186
– –
-22,944
2187
– –
-119,545
2188
– –
-12,177
2189
– –
-29,018
2190
– –
-313,235
2191
– –
-6,575
2192
– –
-20,000
2193
– –
-3,690
2194
– –
-10,184
2195
– –
-31,840
2196
– –
-43,531
2197
– –
-2,721
2198
– –
-78,183
2199
– –
-16,025
2200
– –
-409,836
86 87
88
89 90