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
1276
$3.72M ﹤0.01%
147,342
+20,108
1277
$3.72M ﹤0.01%
142,402
-125,826
1278
$3.72M ﹤0.01%
31,691
-26,028
1279
$3.71M ﹤0.01%
49,892
-1,483
1280
$3.71M ﹤0.01%
64,705
-3,193
1281
$3.7M ﹤0.01%
17,332
+1,778
1282
$3.7M ﹤0.01%
113,149
-9,705
1283
$3.7M ﹤0.01%
33,346
-1,338
1284
$3.69M ﹤0.01%
173,267
-1,249
1285
$3.69M ﹤0.01%
159,987
-11,840
1286
$3.69M ﹤0.01%
102,529
+73,699
1287
$3.68M ﹤0.01%
48,461
-3,836
1288
$3.66M ﹤0.01%
32,269
+1,378
1289
$3.66M ﹤0.01%
38,264
+1,329
1290
$3.66M ﹤0.01%
84,655
+21,334
1291
$3.66M ﹤0.01%
22,176
+3,028
1292
$3.65M ﹤0.01%
113,946
+19,638
1293
$3.63M ﹤0.01%
307,329
+58,271
1294
$3.6M ﹤0.01%
53,095
-1,345
1295
$3.6M ﹤0.01%
68,687
-27,386
1296
$3.6M ﹤0.01%
686,088
-5,357
1297
$3.59M ﹤0.01%
75,152
-7,011
1298
$3.59M ﹤0.01%
67,021
-17,155
1299
$3.58M ﹤0.01%
59,212
-421
1300
$3.58M ﹤0.01%
247,939
-705,110
50 51
52
53 54