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
1876
$1.48M ﹤0.01%
21,490
-9,649
1877
$1.48M ﹤0.01%
+59,600
1878
$1.48M ﹤0.01%
32,637
-7,198
1879
$1.48M ﹤0.01%
104,285
-1,845
1880
$1.48M ﹤0.01%
15,807
+5,520
1881
$1.47M ﹤0.01%
24,698
+8,424
1882
$1.47M ﹤0.01%
71,704
+819
1883
$1.47M ﹤0.01%
34,179
1884
$1.47M ﹤0.01%
7,708
+1,383
1885
$1.47M ﹤0.01%
35,257
-188
1886
$1.46M ﹤0.01%
41,808
-344
1887
$1.46M ﹤0.01%
23,414
+2,626
1888
$1.46M ﹤0.01%
+52,689
1889
$1.45M ﹤0.01%
39,308
-19,725
1890
$1.45M ﹤0.01%
87,582
+1,310
1891
$1.45M ﹤0.01%
29,845
-38,473
1892
$1.45M ﹤0.01%
14,643
+8,939
1893
$1.45M ﹤0.01%
28,854
+6,343
1894
$1.45M ﹤0.01%
42,012
+494
1895
$1.44M ﹤0.01%
17,243
-2,979
1896
$1.44M ﹤0.01%
102,958
+4,215
1897
$1.44M ﹤0.01%
28,835
-75,925
1898
$1.44M ﹤0.01%
120,909
+11,764
1899
$1.44M ﹤0.01%
39,422
-3,468
1900
$1.44M ﹤0.01%
54,870
-14,959
74 75
76
77 78