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
351
$17.2M 0.05%
283,538
+14,350
352
$17.2M 0.05%
116,665
+10,652
353
$17.1M 0.05%
98,179
+15,048
354
$17.1M 0.05%
165,902
-299,767
355
$16.9M 0.05%
797,091
+37,718
356
$16.8M 0.05%
382,298
+15,263
357
$16.6M 0.05%
579,391
-68,320
358
$16.6M 0.05%
440,586
+41,674
359
$16.5M 0.05%
+682,990
360
$16.5M 0.05%
+671,368
361
$16.5M 0.05%
+676,330
362
$16.5M 0.05%
268,187
+3,888
363
$16.4M 0.05%
360,123
+11,968
364
$16.4M 0.05%
513,433
-3,554
365
$16.3M 0.05%
145,169
-21,065
366
$16.3M 0.05%
465,644
+13,224
367
$16.3M 0.05%
138,108
+40,417
368
$16.2M 0.05%
47,094
-34,400
369
$16M 0.05%
196,988
-124,997
370
$15.9M 0.05%
314,160
+30,042
371
$15.6M 0.05%
324,015
+67,754
372
$15.6M 0.05%
217,326
-33,602
373
$15.6M 0.05%
981,422
-12,646
374
$15.5M 0.05%
408,670
-20,473
375
$15.5M 0.05%
81,083
+3,780
13 14
15
16 17