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
2226
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-214,372
2227
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-14,184
2228
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-9,957
2229
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-6,900
2230
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2231
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-38,890
2232
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-418
2233
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-16,530
2234
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-26,607
2235
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-42,858
2236
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-8,669
2237
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-264,518
2238
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-19,719
2239
– –
-9,232
2240
– –
-14,816
2241
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0
2242
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2243
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-9,634
2244
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-10,662
2245
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-1,286
2246
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-10,922
2247
– –
-9,792
2248
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-45,000
2249
– –
-4,678
2250
– –
-4,725
88 89
90
91 92