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
776
$9.86M 0.01%
156,027
+11,526
777
$9.84M 0.01%
41,349
-955
778
$9.84M 0.01%
388,821
+120,850
779
$9.79M 0.01%
747,433
-3,430
780
$9.72M 0.01%
85,746
-2,834
781
$9.66M 0.01%
70,049
-2,336
782
$9.62M 0.01%
43,769
-2,610
783
$9.62M 0.01%
31,379
+7,125
784
$9.6M 0.01%
102,304
+8,909
785
$9.59M 0.01%
672,227
+68,238
786
$9.59M 0.01%
151,840
+95,140
787
$9.57M 0.01%
867,982
-2,056
788
$9.57M 0.01%
148,098
+8,584
789
$9.57M 0.01%
23,204
+18,400
790
$9.53M 0.01%
127,632
+8,778
791
$9.52M 0.01%
434,094
+18,024
792
$9.51M 0.01%
93,417
+60,457
793
$9.48M 0.01%
171,045
+7,877
794
$9.38M 0.01%
57,572
+6,530
795
$9.35M 0.01%
337,611
-14,668
796
$9.33M 0.01%
168,083
-271
797
$9.32M 0.01%
405,474
+8,800
798
$9.31M 0.01%
629,618
-89,182
799
$9.31M 0.01%
152,340
+41,102
800
$9.29M 0.01%
55,913
+33,129
30 31
32
33 34