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
376
$15.4M 0.05%
113,615
+2,874
377
$15.3M 0.05%
172,325
+7,995
378
$15.2M 0.05%
1,376,537
+453,694
379
$15.2M 0.05%
287,027
+15,448
380
$15.2M 0.05%
206,463
+14,042
381
$15.2M 0.05%
44,564
-6,848
382
$15.2M 0.05%
861,690
+456,488
383
$15.1M 0.05%
72,659
-10,101
384
$15.1M 0.05%
438,834
+29,855
385
$15M 0.05%
491,200
-63,427
386
$15M 0.05%
+287,854
387
$15M 0.05%
65,048
+1,598
388
$15M 0.05%
308,986
-62,694
389
$14.9M 0.05%
71,526
+6,576
390
$14.9M 0.05%
121,149
+9,450
391
$14.7M 0.05%
243,874
+8,471
392
$14.7M 0.05%
328,433
+291,228
393
$14.7M 0.05%
110,828
+10,971
394
$14.5M 0.05%
331,960
+44,373
395
$14.5M 0.05%
281,362
+16,253
396
$14.4M 0.05%
+303,448
397
$14.3M 0.05%
235,567
+24,801
398
$14.2M 0.04%
71,585
+2,032
399
$14.2M 0.04%
126,136
+7,898
400
$14.1M 0.04%
288,599
+50,601
14 15
16
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