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
1451
$2.77M ﹤0.01%
72,008
+2,770
1452
$2.76M ﹤0.01%
60,786
-1,103
1453
$2.76M ﹤0.01%
89,274
+83
1454
$2.76M ﹤0.01%
112,936
-177,235
1455
$2.76M ﹤0.01%
56,570
+2,261
1456
$2.75M ﹤0.01%
73,312
+396
1457
$2.74M ﹤0.01%
47,703
-18,184
1458
$2.74M ﹤0.01%
36,207
+566
1459
$2.74M ﹤0.01%
31,582
-10,086
1460
$2.73M ﹤0.01%
23,469
-116
1461
$2.73M ﹤0.01%
249,498
+40,246
1462
$2.73M ﹤0.01%
372,021
-47,521
1463
$2.73M ﹤0.01%
41,605
+227
1464
$2.72M ﹤0.01%
314,144
-37,789
1465
$2.72M ﹤0.01%
336,548
+32,734
1466
$2.72M ﹤0.01%
43,032
-340
1467
$2.71M ﹤0.01%
73,036
+3,791
1468
$2.71M ﹤0.01%
135,294
-1,953
1469
$2.7M ﹤0.01%
55,409
-5,276
1470
$2.7M ﹤0.01%
75,324
-6,116
1471
$2.69M ﹤0.01%
114,621
+91,771
1472
$2.69M ﹤0.01%
31,956
+5,200
1473
$2.69M ﹤0.01%
8,507
+701
1474
$2.69M ﹤0.01%
79,921
-5,339
1475
$2.68M ﹤0.01%
272,397
+4,311
57 58
59
60 61