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
2376
$693K ﹤0.01%
55,556
-4,647
2377
$693K ﹤0.01%
24,359
-3,334
2378
$693K ﹤0.01%
37,539
-13,750
2379
$691K ﹤0.01%
26,593
+3,247
2380
$691K ﹤0.01%
37,769
-8,207
2381
$690K ﹤0.01%
78,227
-6,508
2382
$690K ﹤0.01%
9,110
-8,528
2383
$689K ﹤0.01%
6,036
+2,032
2384
$688K ﹤0.01%
19,116
-2,020
2385
$688K ﹤0.01%
144,786
+35,636
2386
$687K ﹤0.01%
34,435
+238
2387
$687K ﹤0.01%
59,891
-65
2388
$687K ﹤0.01%
+23,217
2389
$686K ﹤0.01%
58,746
-209
2390
$686K ﹤0.01%
16,100
+25
2391
$685K ﹤0.01%
8,616
+734
2392
$685K ﹤0.01%
114,393
+1,495
2393
$685K ﹤0.01%
18,759
+1,950
2394
$683K ﹤0.01%
46,005
-2,060
2395
$682K ﹤0.01%
12,589
-9,423
2396
$681K ﹤0.01%
39,654
+1,672
2397
$681K ﹤0.01%
119,080
-27,721
2398
$681K ﹤0.01%
14,273
+632
2399
$680K ﹤0.01%
20,813
-5,719
2400
$680K ﹤0.01%
17,074
-1,043
94 95
96
97 98