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
251
$25.6M 0.08%
470,710
+22,274
252
$25.5M 0.08%
157,501
-23,886
253
$25.4M 0.08%
228,585
+4,496
254
$25.3M 0.08%
2,285,468
+1,404,977
255
$25M 0.08%
948,360
-36,772
256
$25M 0.08%
435,957
+18,815
257
$24.9M 0.08%
147,080
-6,612
258
$24.9M 0.08%
303,729
+11,225
259
$24.7M 0.08%
286,961
+15,911
260
$24.5M 0.08%
291,678
+14,954
261
$24.3M 0.08%
220,316
+63,185
262
$24M 0.08%
236,452
+57,787
263
$24M 0.08%
140,013
-562
264
$23.7M 0.07%
188,610
+49,965
265
$23.7M 0.07%
364,359
-5,673
266
$23.7M 0.07%
199,855
-162,325
267
$23.6M 0.07%
458,057
-14,721
268
$23.5M 0.07%
173,011
+1,694
269
$23.3M 0.07%
982,077
+80,107
270
$23.2M 0.07%
307,012
-143,242
271
$23.2M 0.07%
344,604
+32,757
272
$23M 0.07%
142,267
+21,231
273
$23M 0.07%
372,609
-19,467
274
$22.9M 0.07%
555,009
+31,651
275
$22.8M 0.07%
99,929
+10,181
9 10
11
12 13