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
3201
$63.1K ﹤0.01%
30,940
-38,491
3202
$62.4K ﹤0.01%
+17,130
3203
$62K ﹤0.01%
+16,150
3204
$61.8K ﹤0.01%
+10,000
3205
$61.6K ﹤0.01%
11,670
3206
$61.2K ﹤0.01%
11,300
-1,500
3207
$60.8K ﹤0.01%
17,118
3208
$60.7K ﹤0.01%
39,652
-42,315
3209
$59.9K ﹤0.01%
+528
3210
$58.3K ﹤0.01%
19,295
-1,000
3211
$57.4K ﹤0.01%
+15,418
3212
$56.5K ﹤0.01%
38,687
-8,000
3213
$54.5K ﹤0.01%
14,000
3214
$53.7K ﹤0.01%
15,931
+2,231
3215
$53.6K ﹤0.01%
11,138
-10,402
3216
$53.2K ﹤0.01%
22,154
-1,100
3217
$52.8K ﹤0.01%
+10,043
3218
$52.2K ﹤0.01%
+10,687
3219
$51.7K ﹤0.01%
28,400
+9,200
3220
$50.6K ﹤0.01%
+11,020
3221
$50.2K ﹤0.01%
4,398
+599
3222
$50K ﹤0.01%
+45,000
3223
$49.8K ﹤0.01%
32,550
-10,500
3224
$48.5K ﹤0.01%
12,000
3225
$45.7K ﹤0.01%
13,026
-12,297
127 128
129
130 131