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
401
$14.1M 0.04%
205,467
-1,220
402
$14.1M 0.04%
47
-1
403
$14M 0.04%
424,896
+98,427
404
$14M 0.04%
219,083
-116,676
405
$14M 0.04%
1,013,541
+869,265
406
$13.9M 0.04%
+849,730
407
$13.9M 0.04%
523,686
-47,574
408
$13.8M 0.04%
299,311
+22,082
409
$13.8M 0.04%
286,004
+8,792
410
$13.8M 0.04%
188,343
+32,067
411
$13.8M 0.04%
192,828
-5,866
412
$13.7M 0.04%
150,237
-20,679
413
$13.7M 0.04%
288,987
-117,052
414
$13.7M 0.04%
438,838
+37,365
415
$13.6M 0.04%
134,973
+98,330
416
$13.6M 0.04%
198,029
+14,294
417
$13.6M 0.04%
900,050
-736,620
418
$13.6M 0.04%
159,870
-3,364
419
$13.5M 0.04%
239,132
-108,145
420
$13.5M 0.04%
+294,850
421
$13.5M 0.04%
223,055
+54,231
422
$13.4M 0.04%
117,943
-74,286
423
$13.4M 0.04%
414,333
+20,740
424
$13.4M 0.04%
6,477
-2
425
$13.4M 0.04%
161,421
+53,204
15 16
17
18 19