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
$31.7B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,869
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$48.1M
3
+$38.4M
4
ADP icon
Automatic Data Processing
ADP
+$38.2M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$28.6M

Top Sells

1
+$84.3M
2
+$44.2M
3
+$41.1M
4
AFL icon
Aflac
AFL
+$40.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$30.9M

Sector Composition

1 Technology 12.43%
2 Financials 11.78%
3 Healthcare 10.17%
4 Industrials 8.87%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.7M 0.09%
984,401
+631,301
227
$29.1M 0.09%
384,896
+523
228
$29M 0.09%
204,694
+4,061
229
$28.8M 0.09%
441,978
+58,116
230
$28.5M 0.09%
2,094,300
-48,656
231
$28.2M 0.09%
699,794
-194,937
232
$28.1M 0.09%
390,015
-44,882
233
$27.3M 0.09%
276,152
-10,701
234
$27.2M 0.09%
297,943
-60,224
235
$27.1M 0.09%
1,336,870
+216,460
236
$27.1M 0.09%
1,386,981
+47,073
237
$27.1M 0.09%
331,955
+9,168
238
$27.1M 0.09%
972,010
-85,452
239
$27M 0.09%
717,585
+45,428
240
$27M 0.09%
173,406
+5,899
241
$26.9M 0.09%
740,106
-34,852
242
$26.8M 0.08%
608,763
-796
243
$26.7M 0.08%
639,979
-82,202
244
$26.7M 0.08%
419,634
+11,663
245
$26.1M 0.08%
1,586,981
+486,245
246
$26M 0.08%
910,611
+42,477
247
$26M 0.08%
499,922
-21,376
248
$25.8M 0.08%
440,615
-38,045
249
$25.7M 0.08%
1,587,456
-70,188
250
$25.7M 0.08%
374,480
+25,905
8 9
10
11 12