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
1976
$1.31M ﹤0.01%
20,812
-317
1977
$1.31M ﹤0.01%
47,395
-55
1978
$1.3M ﹤0.01%
25,822
+4,013
1979
$1.3M ﹤0.01%
14,423
+255
1980
$1.3M ﹤0.01%
36,142
+166
1981
$1.29M ﹤0.01%
16,043
+155
1982
$1.29M ﹤0.01%
36,274
+3,443
1983
$1.29M ﹤0.01%
47,926
-2,256
1984
$1.29M ﹤0.01%
211,560
+1,910
1985
$1.28M ﹤0.01%
25,707
-337
1986
$1.28M ﹤0.01%
+11,735
1987
$1.28M ﹤0.01%
7,212
+36
1988
$1.28M ﹤0.01%
49,554
-134,867
1989
$1.27M ﹤0.01%
184,342
+21,414
1990
$1.27M ﹤0.01%
37,709
+2,194
1991
$1.27M ﹤0.01%
193,698
+6,453
1992
$1.27M ﹤0.01%
36,824
-884
1993
$1.26M ﹤0.01%
29,764
+744
1994
$1.26M ﹤0.01%
+24,665
1995
$1.26M ﹤0.01%
28,098
+50
1996
$1.26M ﹤0.01%
35,172
+23,006
1997
$1.26M ﹤0.01%
18,941
-2,696
1998
$1.25M ﹤0.01%
45,251
-1,164
1999
$1.25M ﹤0.01%
13,460
+1,570
2000
$1.25M ﹤0.01%
8,634
-15
78 79
80
81 82