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 8.88%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
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-35,734
2627
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-34,927
2628
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-39,136
2629
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-3,328
2630
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2631
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-126,748
2632
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-21,433
2633
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-25,998
2634
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-2,500
2635
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2636
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-5,890
2637
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-6,907
2638
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-6,177
2639
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-4,189
2640
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-4,628
2641
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-19,882
2642
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-18,672
2643
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2644
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-7,181
2645
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-19,710
2646
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-20,226
2647
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-21,121
2648
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-6,365
2649
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-16,756
2650
– –
-100,568
104 105
106
107 108