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
1776
$1.73M ﹤0.01%
70,164
+4,752
1777
$1.73M ﹤0.01%
118,697
+17,537
1778
$1.73M ﹤0.01%
29,602
-676
1779
$1.73M ﹤0.01%
74,730
+8,844
1780
$1.73M ﹤0.01%
43,639
+5,097
1781
$1.72M ﹤0.01%
+88,773
1782
$1.72M ﹤0.01%
17,423
+461
1783
$1.72M ﹤0.01%
32,186
+377
1784
$1.71M ﹤0.01%
76,955
+1,746
1785
$1.71M ﹤0.01%
24,260
-1,480
1786
$1.71M ﹤0.01%
33,542
-4,609
1787
$1.71M ﹤0.01%
17,224
-171
1788
$1.7M ﹤0.01%
66,337
+52,153
1789
$1.7M ﹤0.01%
19,322
-330
1790
$1.7M ﹤0.01%
34,112
+4,111
1791
$1.69M ﹤0.01%
126,104
+16,181
1792
$1.69M ﹤0.01%
49,879
-2,410
1793
$1.69M ﹤0.01%
34,950
-21,085
1794
$1.68M ﹤0.01%
14,632
-4,232
1795
$1.68M ﹤0.01%
20,403
+734
1796
$1.67M ﹤0.01%
35,779
-9,950
1797
$1.67M ﹤0.01%
36,004
-301
1798
$1.67M ﹤0.01%
57,398
-29,120
1799
$1.67M ﹤0.01%
59,208
1800
$1.67M ﹤0.01%
30,577
-8,368
70 71
72
73 74