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
1026
$5.85M 0.01%
41,432
+150
1027
$5.85M 0.01%
43,171
+5,049
1028
$5.85M 0.01%
86,331
+2,682
1029
$5.84M 0.01%
216,248
+44,488
1030
$5.84M 0.01%
161,477
-88,063
1031
$5.82M 0.01%
174,763
-4,825
1032
$5.82M 0.01%
44,097
-745
1033
$5.8M 0.01%
120,067
+42,413
1034
$5.77M 0.01%
122,544
+16,892
1035
$5.77M 0.01%
45,517
-890
1036
$5.76M 0.01%
+123,822
1037
$5.74M 0.01%
152,491
-90,983
1038
$5.74M 0.01%
84,056
-5,421
1039
$5.72M 0.01%
76,674
-4,624
1040
$5.7M 0.01%
404,122
+4,475
1041
$5.69M 0.01%
41,836
-291
1042
$5.69M 0.01%
153,588
+27,678
1043
$5.69M 0.01%
293,432
+32,085
1044
$5.68M 0.01%
55,188
-142
1045
$5.67M 0.01%
130,348
+3,325
1046
$5.65M 0.01%
29,162
-441
1047
$5.62M 0.01%
152,611
+37,828
1048
$5.61M 0.01%
35,809
+10,350
1049
$5.6M 0.01%
157,715
-5,007
1050
$5.6M 0.01%
524,137
-5,717
40 41
42
43 44