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
2251
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2252
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2253
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-10,437
2254
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2255
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2256
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-22,000
2257
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-17,795
2258
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-1,543
2259
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-10,000
2260
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-240,122
2261
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-233,871
2262
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-14,967
2263
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-19,100
2264
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-86,302
2265
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-59,000
2266
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-7,867
2267
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-10,000
2268
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-88,793
2269
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-24,241
2270
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-608
2271
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-26,102
2272
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-8,136
2273
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-19,150
2274
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-10,450
2275
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-10,400
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