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
201
$14.7M 0.13%
1,433,700
-335,427
202
$14.7M 0.13%
141,517
+24,541
203
$14.6M 0.13%
252,278
-4,802
204
$14.4M 0.13%
761,756
+179,944
205
$14.4M 0.13%
638,501
+49,590
206
$14.3M 0.13%
+448,155
207
$14.3M 0.13%
1,438,328
+261,572
208
$14.2M 0.13%
472,695
+28,452
209
$14.1M 0.13%
490,062
+50,308
210
$14.1M 0.13%
295,086
-69,457
211
$13.9M 0.13%
1,171,217
+217,704
212
$13.9M 0.13%
289,529
+8,705
213
$13.9M 0.12%
611,974
-144,846
214
$13.9M 0.12%
115,750
+23,095
215
$13.8M 0.12%
483,935
+237,815
216
$13.8M 0.12%
346,458
+325,358
217
$13.7M 0.12%
301,755
-58,853
218
$13.7M 0.12%
166,299
+119,006
219
$13.6M 0.12%
308,748
+41,078
220
$13.6M 0.12%
386,345
-23,200
221
$13.6M 0.12%
233,965
+111,634
222
$13.5M 0.12%
471,139
+47,481
223
$13.4M 0.12%
190,269
-7,552
224
$13.3M 0.12%
147,284
+55,763
225
$13.3M 0.12%
105,530
-42,821
7 8
9
10 11