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
3401
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-5,490
3402
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-14,907
3403
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-43,879
3404
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-10,135
3405
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3406
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-53,078
3407
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-15,068
3408
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3409
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-18,883
3410
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-20,970
3411
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-10,191
3412
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-40,812
3413
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-1,500
3414
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-16,990
3415
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-99,926
3416
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-31,418
3417
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-44,708
3418
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-131,184
3419
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3420
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-69,896
3421
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-79,815
3422
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-25,839
3423
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-561,080
3424
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-11,185
3425
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-44,788
135 136
137
138 139