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
1826
$1.59M ﹤0.01%
25,297
+14,504
1827
$1.59M ﹤0.01%
+32,085
1828
$1.58M ﹤0.01%
12,581
-12
1829
$1.58M ﹤0.01%
54,453
+3,373
1830
$1.58M ﹤0.01%
49,140
-47,652
1831
$1.58M ﹤0.01%
68,932
+11,566
1832
$1.57M ﹤0.01%
58,505
-1,268
1833
$1.57M ﹤0.01%
193,697
-42,393
1834
$1.57M ﹤0.01%
41,594
-368
1835
$1.57M ﹤0.01%
26,042
+6,081
1836
$1.57M ﹤0.01%
116,028
-6,793
1837
$1.56M ﹤0.01%
48,852
-5,805
1838
$1.56M ﹤0.01%
+14,397
1839
$1.56M ﹤0.01%
148,246
+7,086
1840
$1.56M ﹤0.01%
26,551
+3,872
1841
$1.56M ﹤0.01%
27,409
-5,927
1842
$1.56M ﹤0.01%
441,653
+249,300
1843
$1.56M ﹤0.01%
113,212
-9,945
1844
$1.55M ﹤0.01%
54,571
+1,435
1845
$1.55M ﹤0.01%
+54,074
1846
$1.55M ﹤0.01%
59,068
-30,606
1847
$1.55M ﹤0.01%
+68,942
1848
$1.55M ﹤0.01%
36,556
+13,506
1849
$1.55M ﹤0.01%
152,613
+656
1850
$1.55M ﹤0.01%
28,257
+19,824
72 73
74
75 76