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
276
$22.7M 0.07%
163,398
+33,047
277
$22.7M 0.07%
313,184
+4,867
278
$22.6M 0.07%
613,336
+14,226
279
$22.4M 0.07%
221,883
-15,955
280
$22.2M 0.07%
876,194
+97,901
281
$21.9M 0.07%
334,240
+51,277
282
$21.8M 0.07%
350,238
-36,278
283
$21.7M 0.07%
187,430
-19,594
284
$21.7M 0.07%
416,111
+48,619
285
$21.7M 0.07%
205,163
-58,377
286
$21.6M 0.07%
334,687
-175,951
287
$21.5M 0.07%
193,141
-3,671
288
$21.1M 0.07%
172,967
-10,048
289
$21.1M 0.07%
440,244
+172,782
290
$21M 0.07%
435,472
+35,060
291
$21M 0.07%
385,240
+40,998
292
$21M 0.07%
751,368
-23,780
293
$20.9M 0.07%
74,325
+8,221
294
$20.8M 0.07%
484,102
-7,576
295
$20.7M 0.07%
693,509
+258,836
296
$20.7M 0.07%
170,847
+56,711
297
$20.6M 0.07%
443,802
+3,525
298
$20.6M 0.07%
81,496
+3,062
299
$20.3M 0.06%
168,330
+7,124
300
$20.2M 0.06%
356,867
+62,844
10 11
12
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