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
301
$20.2M 0.06%
489,207
+28,566
302
$20.1M 0.06%
535,736
-9,271
303
$19.9M 0.06%
480,848
-4,774
304
$19.9M 0.06%
264,488
-22,281
305
$19.8M 0.06%
344,273
+12,597
306
$19.7M 0.06%
335,128
-22,946
307
$19.7M 0.06%
385,520
-62,647
308
$19.7M 0.06%
245,825
-237,651
309
$19.6M 0.06%
119,847
-908
310
$19.6M 0.06%
1,407,558
+182,475
311
$19.5M 0.06%
504,419
+113,865
312
$19.5M 0.06%
189,752
+9,588
313
$19.5M 0.06%
75,501
+25,966
314
$19.3M 0.06%
195,825
+1,279
315
$19.2M 0.06%
249,268
+238,085
316
$19.1M 0.06%
696,397
-327,959
317
$18.8M 0.06%
516,936
+133,173
318
$18.8M 0.06%
224,408
+8,777
319
$18.8M 0.06%
356,581
-64,644
320
$18.7M 0.06%
325,284
-88,209
321
$18.7M 0.06%
590,233
+17,930
322
$18.7M 0.06%
297,353
+43,849
323
$18.6M 0.06%
586,208
+36,496
324
$18.6M 0.06%
186,357
-88,124
325
$18.4M 0.06%
248,392
-74,027
11 12
13
14 15