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
1176
$4.41M 0.01%
163,562
+129,810
1177
$4.41M 0.01%
164,892
+3,782
1178
$4.41M 0.01%
131,925
-2,160
1179
$4.4M 0.01%
448,170
-3,290
1180
$4.39M 0.01%
33,842
-703
1181
$4.38M 0.01%
15,497
-7,663
1182
$4.38M 0.01%
90,926
+46,719
1183
$4.37M 0.01%
181,278
+24,633
1184
$4.37M 0.01%
317,775
+13,217
1185
$4.37M 0.01%
205,396
+20,586
1186
$4.37M 0.01%
67,001
-1,424
1187
$4.36M 0.01%
55,976
+50,164
1188
$4.35M 0.01%
82,505
-1,233
1189
$4.34M 0.01%
+159,729
1190
$4.34M 0.01%
14,223
+173
1191
$4.34M 0.01%
189,633
-50,325
1192
$4.32M 0.01%
156,202
+20,678
1193
$4.32M 0.01%
272,437
-8,348
1194
$4.32M 0.01%
67,530
-137,883
1195
$4.31M 0.01%
20,959
+10,042
1196
$4.27M 0.01%
15,965
+172
1197
$4.26M 0.01%
109,001
-55,294
1198
$4.26M 0.01%
11,377
-1,144
1199
$4.25M 0.01%
92,311
-12,049
1200
$4.25M 0.01%
45,609
-2,734
46 47
48
49 50