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
1526
$2.48M ﹤0.01%
84,747
+12,344
1527
$2.47M ﹤0.01%
16,010
-9,297
1528
$2.47M ﹤0.01%
+8,475
1529
$2.45M ﹤0.01%
20,554
-38,801
1530
$2.45M ﹤0.01%
18,813
+9,511
1531
$2.45M ﹤0.01%
144,783
+37,123
1532
$2.45M ﹤0.01%
40,031
+1,430
1533
$2.45M ﹤0.01%
139,728
+5,093
1534
$2.45M ﹤0.01%
36,110
+459
1535
$2.43M ﹤0.01%
38,513
-2,165
1536
$2.43M ﹤0.01%
113,998
-159,189
1537
$2.43M ﹤0.01%
46,232
-43,331
1538
$2.43M ﹤0.01%
67,934
-20,503
1539
$2.43M ﹤0.01%
115,757
+4,756
1540
$2.42M ﹤0.01%
18,369
-425
1541
$2.41M ﹤0.01%
86,122
+9,850
1542
$2.41M ﹤0.01%
78,248
-65,132
1543
$2.41M ﹤0.01%
33,621
+124
1544
$2.41M ﹤0.01%
48,322
+1,478
1545
$2.41M ﹤0.01%
43,290
+15,760
1546
$2.4M ﹤0.01%
57,856
-6,346
1547
$2.4M ﹤0.01%
30,520
+706
1548
$2.39M ﹤0.01%
111,692
-682
1549
$2.38M ﹤0.01%
156,962
-5,525
1550
$2.38M ﹤0.01%
56,481
+4,764
60 61
62
63 64