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
826
$8.7M 0.01%
332,528
+22,471
827
$8.68M 0.01%
194,955
-7,596
828
$8.68M 0.01%
448,438
+41,439
829
$8.67M 0.01%
228,620
-50,235
830
$8.66M 0.01%
39,845
+1,329
831
$8.64M 0.01%
87,885
+3,446
832
$8.63M 0.01%
250,500
+21,496
833
$8.61M 0.01%
211,599
-18,481
834
$8.59M 0.01%
596,459
+281,234
835
$8.59M 0.01%
85,071
+18,076
836
$8.55M 0.01%
418,553
-53,540
837
$8.55M 0.01%
81,588
-1,729
838
$8.53M 0.01%
25,915
+7,681
839
$8.49M 0.01%
190,193
+107,496
840
$8.48M 0.01%
176,062
-2,277
841
$8.45M 0.01%
94,435
-513
842
$8.43M 0.01%
78,492
+22,772
843
$8.43M 0.01%
107,994
+2,670
844
$8.41M 0.01%
158,012
+9,390
845
$8.4M 0.01%
152,695
+3,502
846
$8.37M 0.01%
1,196
-176
847
$8.36M 0.01%
239,236
-2,702
848
$8.33M 0.01%
87,973
-5,624
849
$8.32M 0.01%
98,659
+2,868
850
$8.3M 0.01%
121,281
-2,403
32 33
34
35 36