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
526
$19M 0.02%
507,080
+169,110
527
$19M 0.02%
41,111
-414
528
$19M 0.02%
98,790
+11,325
529
$18.9M 0.02%
246,152
+29,479
530
$18.9M 0.02%
61,847
+5,299
531
$18.7M 0.02%
337,052
+53,022
532
$18.7M 0.02%
137,897
+14,457
533
$18.7M 0.02%
244,535
+31,152
534
$18.7M 0.02%
545,677
+18,345
535
$18.7M 0.02%
753,494
-559,786
536
$18.6M 0.02%
146,618
+7,375
537
$18.6M 0.02%
595,778
+33,060
538
$18.5M 0.02%
96,941
+536
539
$18.5M 0.02%
514,871
+22,640
540
$18.5M 0.02%
133,459
+14,671
541
$18.3M 0.02%
296,898
-49,851
542
$18.3M 0.02%
592,235
+358,631
543
$18.2M 0.02%
131,080
+11,498
544
$18.2M 0.02%
92,069
+5,735
545
$18.2M 0.02%
651,154
+16,239
546
$18.2M 0.02%
149,688
-63,608
547
$18.2M 0.02%
316,026
+7,864
548
$18.2M 0.02%
82,020
+24,132
549
$18.1M 0.02%
201,919
+29,870
550
$18.1M 0.02%
36,908
+2,040
20 21
22
23 24