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
926
$7.06M 0.01%
182,519
-132,245
927
$7.06M 0.01%
210,290
-1,556
928
$7.04M 0.01%
371,538
+10,680
929
$7.03M 0.01%
304,780
+15,554
930
$7.03M 0.01%
218,585
+5,209
931
$7.03M 0.01%
142,825
-7,969
932
$6.99M 0.01%
295,820
+9,894
933
$6.94M 0.01%
104,262
+2,926
934
$6.94M 0.01%
169,688
-76,822
935
$6.93M 0.01%
212,415
+25,118
936
$6.92M 0.01%
313,374
+59,998
937
$6.92M 0.01%
122,086
+21,524
938
$6.9M 0.01%
5,771
+941
939
$6.88M 0.01%
27,732
-718
940
$6.86M 0.01%
162,305
+1,872
941
$6.85M 0.01%
80,228
-418
942
$6.85M 0.01%
146,165
-9,103
943
$6.85M 0.01%
119,855
+24,745
944
$6.84M 0.01%
84,441
-3,246
945
$6.84M 0.01%
158,700
-1,231
946
$6.83M 0.01%
92,319
+32,425
947
$6.82M 0.01%
79,783
+4,731
948
$6.82M 0.01%
393,261
+29,437
949
$6.82M 0.01%
47,266
-2,936
950
$6.81M 0.01%
45,931
-12,155
36 37
38
39 40