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
1151
$4.59M 0.01%
55,928
+1,235
1152
$4.58M 0.01%
50,303
+16,383
1153
$4.58M 0.01%
80,008
-2,254
1154
$4.55M 0.01%
98,163
+13,495
1155
$4.54M 0.01%
177,786
-2,053
1156
$4.54M 0.01%
61,454
-2,277
1157
$4.54M 0.01%
200,797
-335
1158
$4.52M 0.01%
176,458
+3,630
1159
$4.52M 0.01%
80,352
-1,967
1160
$4.52M 0.01%
57,214
+1,549
1161
$4.51M 0.01%
246,765
+14,855
1162
$4.5M 0.01%
263,153
-3,520
1163
$4.49M 0.01%
224,119
-9,217
1164
$4.48M 0.01%
85,118
-3,441
1165
$4.48M 0.01%
189,534
-1,196
1166
$4.47M 0.01%
37,553
+101
1167
$4.47M 0.01%
47,974
-283
1168
$4.45M 0.01%
58,492
-2,410
1169
$4.45M 0.01%
459,356
+21,124
1170
$4.44M 0.01%
61,624
-20,835
1171
$4.43M 0.01%
74,288
+6,400
1172
$4.43M 0.01%
84,877
+15,560
1173
$4.43M 0.01%
303,961
+148,759
1174
$4.42M 0.01%
36,368
+204
1175
$4.42M 0.01%
87,776
+32,648
45 46
47
48 49