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
1476
$2.68M ﹤0.01%
61,562
+42,471
1477
$2.67M ﹤0.01%
67,089
+1,296
1478
$2.67M ﹤0.01%
52,750
+46,296
1479
$2.67M ﹤0.01%
76,159
-36,124
1480
$2.65M ﹤0.01%
47,343
+5,733
1481
$2.65M ﹤0.01%
148,625
+57,641
1482
$2.65M ﹤0.01%
92,066
+4,172
1483
$2.64M ﹤0.01%
86,613
-583
1484
$2.64M ﹤0.01%
42,523
+6,485
1485
$2.63M ﹤0.01%
96,280
+9,239
1486
$2.62M ﹤0.01%
129,400
+4,103
1487
$2.62M ﹤0.01%
43,531
+24,593
1488
$2.61M ﹤0.01%
219,259
+101,201
1489
$2.6M ﹤0.01%
7,899
-127
1490
$2.6M ﹤0.01%
102,182
+41,878
1491
$2.59M ﹤0.01%
426,564
-7,316
1492
$2.58M ﹤0.01%
7,243
+1,106
1493
$2.58M ﹤0.01%
11,057
+2,543
1494
$2.57M ﹤0.01%
87,222
+4,208
1495
$2.57M ﹤0.01%
31,722
-9,273
1496
$2.57M ﹤0.01%
108,788
-4,539
1497
$2.56M ﹤0.01%
157,584
+20,136
1498
$2.55M ﹤0.01%
487,908
-17,833
1499
$2.55M ﹤0.01%
59,129
+511
1500
$2.55M ﹤0.01%
65,411
-6,723
58 59
60
61 62