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
$79.5B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,477
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$118M
3
+$101M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$72.9M
5
TXN icon
Texas Instruments
TXN
+$67.5M

Top Sells

1
+$292M
2
+$193M
3
+$118M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$44.5M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$38.7M

Sector Composition

1 Technology 18.81%
2 Industrials 10.22%
3 Healthcare 9.67%
4 Financials 8.3%
5 Consumer Staples 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3176
$85.7K ﹤0.01%
10,760
3177
$83.5K ﹤0.01%
13,102
-459
3178
$82.7K ﹤0.01%
18,500
+466
3179
$82.6K ﹤0.01%
+10,491
3180
$81.8K ﹤0.01%
+38,960
3181
$80.4K ﹤0.01%
24,665
+2,817
3182
$79.3K ﹤0.01%
+21,853
3183
$76.8K ﹤0.01%
10,487
-583
3184
$75.8K ﹤0.01%
3,015
+339
3185
$75.1K ﹤0.01%
12,998
+1,109
3186
$73.4K ﹤0.01%
20,101
-203
3187
$72.3K ﹤0.01%
12,978
-27,450
3188
$72.1K ﹤0.01%
10,010
3189
$71.3K ﹤0.01%
+29,051
3190
$70.6K ﹤0.01%
+17,885
3191
$70.5K ﹤0.01%
13,775
+1,550
3192
$70.1K ﹤0.01%
14,355
-2,522
3193
$69.3K ﹤0.01%
+10,078
3194
$68.9K ﹤0.01%
15,997
+268
3195
$68.6K ﹤0.01%
25,710
3196
$67.6K ﹤0.01%
10,512
-400
3197
$67K ﹤0.01%
11,616
-2,370
3198
$63.9K ﹤0.01%
8,511
-1,205
3199
$63.4K ﹤0.01%
2,178
+372
3200
$63.3K ﹤0.01%
16,310
-1,634
126 127
128
129 130