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
3226
$44.4K ﹤0.01%
906
-4
3227
$43.8K ﹤0.01%
25,788
-7,425
3228
$43.4K ﹤0.01%
+3,942
3229
$42.8K ﹤0.01%
+1,100
3230
$40.8K ﹤0.01%
20,000
3231
$40.5K ﹤0.01%
+10,000
3232
$40.2K ﹤0.01%
5,307
-1,828
3233
$40.1K ﹤0.01%
10,712
3234
$39.8K ﹤0.01%
2,270
-1,300
3235
$38.1K ﹤0.01%
18,931
+2,000
3236
$37.6K ﹤0.01%
4,095
-4,165
3237
$36.9K ﹤0.01%
1,665
-2,050
3238
$36.5K ﹤0.01%
47,950
+3,200
3239
$34.1K ﹤0.01%
12,274
3240
$28.6K ﹤0.01%
1,564
-400
3241
$28.1K ﹤0.01%
1,190
+320
3242
$28K ﹤0.01%
+1,000
3243
$27.6K ﹤0.01%
2,013
-134
3244
$27.5K ﹤0.01%
10,275
3245
$27.4K ﹤0.01%
43,729
-35,929
3246
$26.7K ﹤0.01%
15,542
3247
$25.7K ﹤0.01%
21,450
+5,000
3248
$24.8K ﹤0.01%
16,449
-1,000
3249
$24.2K ﹤0.01%
42,900
-7,000
3250
$23.8K ﹤0.01%
520
128 129
130
131 132