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
1126
$4.74M 0.01%
133,003
+30,200
1127
$4.74M 0.01%
94,721
+5,820
1128
$4.74M 0.01%
51,745
-1,425
1129
$4.73M 0.01%
58,062
+12,123
1130
$4.73M 0.01%
165,302
-4,685
1131
$4.72M 0.01%
65,146
-5,020
1132
$4.71M 0.01%
20,931
-1,209
1133
$4.7M 0.01%
99,720
-2,364
1134
$4.7M 0.01%
69,578
+3,429
1135
$4.7M 0.01%
36,107
-2,741
1136
$4.68M 0.01%
26,932
+2,040
1137
$4.68M 0.01%
234,127
+61,320
1138
$4.67M 0.01%
17,052
-5,420
1139
$4.67M 0.01%
63,950
+4,450
1140
$4.64M 0.01%
220,231
+38,497
1141
$4.64M 0.01%
93,399
-1,555
1142
$4.64M 0.01%
132,825
+8,027
1143
$4.63M 0.01%
532,381
+101,553
1144
$4.62M 0.01%
90,580
-261,860
1145
$4.62M 0.01%
258,879
-20,640
1146
$4.62M 0.01%
90,431
+60,078
1147
$4.61M 0.01%
67,682
+3,186
1148
$4.61M 0.01%
218,128
-434,119
1149
$4.6M 0.01%
208,238
+44,796
1150
$4.6M 0.01%
170,756
-16,693
44 45
46
47 48