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
1051
$5.59M 0.01%
29,771
-291
1052
$5.57M 0.01%
61,151
-1,674
1053
$5.55M 0.01%
307,977
+9,381
1054
$5.52M 0.01%
255,047
-21,702
1055
$5.5M 0.01%
122,748
+5,091
1056
$5.48M 0.01%
481,502
-66,216
1057
$5.47M 0.01%
133,543
-282
1058
$5.46M 0.01%
118,532
+12,692
1059
$5.46M 0.01%
118,761
+65,119
1060
$5.45M 0.01%
107,112
-15,134
1061
$5.44M 0.01%
21,045
-916
1062
$5.43M 0.01%
90,966
-1,086
1063
$5.43M 0.01%
89,261
+2,881
1064
$5.43M 0.01%
190,880
+24,390
1065
$5.38M 0.01%
119,628
+3,692
1066
$5.37M 0.01%
99,483
-4,348
1067
$5.35M 0.01%
467,559
+192,895
1068
$5.35M 0.01%
24,431
-2,546
1069
$5.32M 0.01%
53,779
-1,473
1070
$5.31M 0.01%
435,210
+27,127
1071
$5.29M 0.01%
29,097
+4,501
1072
$5.29M 0.01%
105,363
+157
1073
$5.27M 0.01%
96,273
+12,854
1074
$5.26M 0.01%
44,250
-1,410
1075
$5.25M 0.01%
25,395
-12,945
41 42
43
44 45