Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$289M 2.6%
1,477,750
+23,208
2
$189M 1.7%
8,136,740
+14,304
3
$137M 1.23%
3,287,306
-40,191
4
$114M 1.02%
2,325,106
+158,745
5
$113M 1.02%
900,466
+67,145
6
$111M 1%
1,062,873
+85,616
7
$97.3M 0.87%
1,564,268
+14,472
8
$96.9M 0.87%
3,068,516
+394,394
9
$95.1M 0.85%
3,077,711
-43,897
10
$91.9M 0.83%
3,262,767
+555,855
11
$85.4M 0.77%
848,260
+80,937
12
$83.4M 0.75%
3,356,318
+48,134
13
$81.6M 0.73%
3,056,745
+53,213
14
$80.4M 0.72%
674,151
+26,356
15
$79.8M 0.72%
611,285
+38,049
16
$78.2M 0.7%
987,536
-89,816
17
$77.9M 0.7%
1,482,752
+120,189
18
$71M 0.64%
2,447,642
+4,238
19
$65.9M 0.59%
1,144,456
+82,074
20
$62.9M 0.57%
534,305
+7,779
21
$58.9M 0.53%
2,241,328
+155,752
22
$55.3M 0.5%
1,281,643
-7,230
23
$54.7M 0.49%
504,995
-5,005
24
$54.2M 0.49%
508,723
+36,093
25
$53.6M 0.48%
646,435
+32,550
1
2 3 4 5