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
1651
$2.05M ﹤0.01%
27,303
-24,044
1652
$2.04M ﹤0.01%
81,902
+5,630
1653
$2.04M ﹤0.01%
44,122
+34,051
1654
$2.03M ﹤0.01%
88,493
+646
1655
$2.03M ﹤0.01%
32,136
+8,813
1656
$2.02M ﹤0.01%
122,259
+2,212
1657
$2.02M ﹤0.01%
180,332
-182,638
1658
$2.02M ﹤0.01%
25,853
+10,505
1659
$2.02M ﹤0.01%
113,379
-108,852
1660
$2.01M ﹤0.01%
9,283
-146
1661
$2.01M ﹤0.01%
90,160
-33,054
1662
$2.01M ﹤0.01%
101,620
-3,108
1663
$2M ﹤0.01%
98,788
+7,620
1664
$2M ﹤0.01%
41,485
+12,893
1665
$2M ﹤0.01%
347,684
-8,724
1666
$2M ﹤0.01%
41,813
+3,325
1667
$2M ﹤0.01%
40,960
+4,276
1668
$1.99M ﹤0.01%
53,078
+18,890
1669
$1.99M ﹤0.01%
38,424
+2,649
1670
$1.99M ﹤0.01%
54,484
-1,276
1671
$1.99M ﹤0.01%
79,131
+43,718
1672
$1.99M ﹤0.01%
123,287
-2,867
1673
$1.99M ﹤0.01%
31,744
-29,433
1674
$1.98M ﹤0.01%
94,924
+12,922
1675
$1.98M ﹤0.01%
13,693
+2,654
65 66
67
68 69