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
1576
$2.28M ﹤0.01%
104,723
+11,260
1577
$2.27M ﹤0.01%
339,147
-7,650
1578
$2.26M ﹤0.01%
4,068
-138
1579
$2.26M ﹤0.01%
49,746
-5,684
1580
$2.26M ﹤0.01%
49,414
+1,189
1581
$2.26M ﹤0.01%
82,289
-11,348
1582
$2.25M ﹤0.01%
38,754
+1,496
1583
$2.25M ﹤0.01%
61,387
+4,967
1584
$2.25M ﹤0.01%
12,457
-356
1585
$2.25M ﹤0.01%
24,684
+2,949
1586
$2.24M ﹤0.01%
68,273
+2,166
1587
$2.23M ﹤0.01%
25,482
-3,143
1588
$2.23M ﹤0.01%
11,658
+3,589
1589
$2.23M ﹤0.01%
74,146
-6,887
1590
$2.23M ﹤0.01%
59,325
+8,668
1591
$2.23M ﹤0.01%
49,949
+3,320
1592
$2.23M ﹤0.01%
21,074
-550
1593
$2.23M ﹤0.01%
32,546
+600
1594
$2.22M ﹤0.01%
25,660
-7,431
1595
$2.22M ﹤0.01%
+39,391
1596
$2.22M ﹤0.01%
81,364
+2,070
1597
$2.22M ﹤0.01%
67,046
+30,008
1598
$2.22M ﹤0.01%
41,657
-3,797
1599
$2.21M ﹤0.01%
40,398
-3,971
1600
$2.21M ﹤0.01%
83,005
-14,114
62 63
64
65 66