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
876
$7.92M 0.01%
441,289
+25,362
877
$7.9M 0.01%
186,775
+1,158
878
$7.87M 0.01%
178,673
-13,802
879
$7.86M 0.01%
70,494
+4,251
880
$7.85M 0.01%
430,286
+306,399
881
$7.85M 0.01%
65,447
+1,832
882
$7.7M 0.01%
93,355
-407
883
$7.66M 0.01%
275,583
+201,814
884
$7.64M 0.01%
374,896
-1,756
885
$7.63M 0.01%
195,913
+23,818
886
$7.61M 0.01%
55,544
+14,475
887
$7.59M 0.01%
100,525
-1,225
888
$7.59M 0.01%
23,074
-5,176
889
$7.56M 0.01%
135,346
-5,346
890
$7.55M 0.01%
686,101
+46,141
891
$7.53M 0.01%
148,357
-425
892
$7.52M 0.01%
112,921
-10,021
893
$7.49M 0.01%
97,368
-17,455
894
$7.48M 0.01%
204,030
+47,514
895
$7.45M 0.01%
151,429
+957
896
$7.44M 0.01%
31,107
-146
897
$7.42M 0.01%
95,971
-71,212
898
$7.41M 0.01%
137,407
+8
899
$7.41M 0.01%
174,926
-1,954
900
$7.4M 0.01%
125,520
-10,463
34 35
36
37 38