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
1676
$1.98M ﹤0.01%
162,484
+16,366
1677
$1.97M ﹤0.01%
47,983
-975
1678
$1.96M ﹤0.01%
153,116
-3,706
1679
$1.96M ﹤0.01%
9,634
-2,296
1680
$1.96M ﹤0.01%
21,264
+13,752
1681
$1.96M ﹤0.01%
29,844
+18,604
1682
$1.96M ﹤0.01%
70,296
-939
1683
$1.95M ﹤0.01%
38,182
+5,432
1684
$1.95M ﹤0.01%
85,970
+3,975
1685
$1.95M ﹤0.01%
68,448
+7,641
1686
$1.95M ﹤0.01%
91,327
+4,270
1687
$1.94M ﹤0.01%
50,197
-1,315
1688
$1.94M ﹤0.01%
71,790
-5,469
1689
$1.94M ﹤0.01%
166,732
+55,151
1690
$1.93M ﹤0.01%
26,856
+776
1691
$1.93M ﹤0.01%
83,929
+37,974
1692
$1.93M ﹤0.01%
120,837
-5,344
1693
$1.93M ﹤0.01%
23,107
-458
1694
$1.93M ﹤0.01%
65,923
-4,351
1695
$1.92M ﹤0.01%
83,720
+11,465
1696
$1.92M ﹤0.01%
39,828
+1,712
1697
$1.91M ﹤0.01%
34,167
+22,375
1698
$1.91M ﹤0.01%
3,503
+173
1699
$1.9M ﹤0.01%
+1,079,933
1700
$1.9M ﹤0.01%
17,347
+1,532
66 67
68
69 70