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
1376
$3.12M ﹤0.01%
38,932
-281
1377
$3.11M ﹤0.01%
71,141
-24,459
1378
$3.11M ﹤0.01%
37,214
+1,581
1379
$3.11M ﹤0.01%
366,430
+100,554
1380
$3.11M ﹤0.01%
85,106
+3,954
1381
$3.1M ﹤0.01%
19,569
+768
1382
$3.1M ﹤0.01%
106,430
+13,636
1383
$3.1M ﹤0.01%
39,993
+3,551
1384
$3.09M ﹤0.01%
83,134
-1,446
1385
$3.09M ﹤0.01%
26,106
-881
1386
$3.07M ﹤0.01%
87,896
-10,028
1387
$3.06M ﹤0.01%
59,505
-10,464
1388
$3.06M ﹤0.01%
60,533
+370
1389
$3.05M ﹤0.01%
45,272
-5,895
1390
$3.05M ﹤0.01%
19,080
+11,297
1391
$3.05M ﹤0.01%
318,511
-10,710
1392
$3.05M ﹤0.01%
87,502
+18,177
1393
$3.04M ﹤0.01%
35,210
-12,733
1394
$3.04M ﹤0.01%
30,561
+22
1395
$3.04M ﹤0.01%
25,310
-1,199
1396
$3.03M ﹤0.01%
236,451
-996
1397
$3.03M ﹤0.01%
30,458
-605
1398
$3.03M ﹤0.01%
59,150
-4,568
1399
$3.02M ﹤0.01%
39,675
-1,636
1400
$3.02M ﹤0.01%
227,120
-22,020
54 55
56
57 58