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
326
$18.4M 0.06%
273,636
-37,861
327
$18.4M 0.06%
401,401
+17,960
328
$18.4M 0.06%
191,684
+81,327
329
$18.4M 0.06%
527,908
-149,790
330
$18.3M 0.06%
391,058
+15,941
331
$18.3M 0.06%
164,464
+7,589
332
$18.3M 0.06%
264,834
-29,532
333
$18.3M 0.06%
189,957
-7,598
334
$18.2M 0.06%
519,325
-48,287
335
$18M 0.06%
728,044
+60,461
336
$17.9M 0.06%
533,231
-15,262
337
$17.9M 0.06%
298,793
+14,876
338
$17.8M 0.06%
222,591
+32,535
339
$17.7M 0.06%
526,555
-11,915
340
$17.7M 0.06%
185,505
-110,433
341
$17.6M 0.06%
715,358
-11,804
342
$17.6M 0.06%
117,947
-1,050
343
$17.5M 0.06%
129,553
+9,357
344
$17.5M 0.06%
507,565
-1,095
345
$17.5M 0.06%
806,762
+348,992
346
$17.4M 0.05%
289,518
+49,431
347
$17.3M 0.05%
183,150
-7,481
348
$17.3M 0.05%
332,573
+81,533
349
$17.3M 0.05%
163,890
-8,106
350
$17.3M 0.05%
227,341
+30,810
12 13
14
15 16