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 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
2251
– –
-86,302
2252
– –
-59,000
2253
– –
-7,867
2254
– –
-10,000
2255
– –
-88,793
2256
– –
-24,241
2257
– –
-608
2258
– –
-26,102
2259
– –
-8,136
2260
– –
-19,150
2261
– –
-10,450
2262
– –
-10,400
2263
– –
-32,612
2264
– –
-7,266
2265
– –
-7,648
2266
– –
-11,051
2267
– –
-24,990
2268
– –
-7,350
2269
– –
-7,198
2270
– –
-10,269
2271
– –
-11,460
2272
– –
-17,410
2273
– –
-8,687
2274
– –
-39,064
2275
– –
-3,700
88 89 90
91
92