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
451
$12.4M 0.04%
186,795
-60,466
452
$12.4M 0.04%
214,218
+200,997
453
$12.3M 0.04%
204,595
-29,535
454
$12.3M 0.04%
969,788
+196,178
455
$12.3M 0.04%
152,774
+14,802
456
$12.3M 0.04%
695,127
+6,974
457
$12.2M 0.04%
92,070
+28,587
458
$12.2M 0.04%
257,683
+28,718
459
$12.2M 0.04%
199,234
+56,200
460
$12.2M 0.04%
94,292
-275
461
$12.2M 0.04%
431,566
+23,414
462
$12.1M 0.04%
215,218
-38,229
463
$12.1M 0.04%
276,789
+6,703
464
$12.1M 0.04%
170,144
-94,222
465
$12M 0.04%
400,645
-132,521
466
$12M 0.04%
98,203
+1,356
467
$12M 0.04%
751,924
+20,287
468
$11.9M 0.04%
86,628
+900
469
$11.9M 0.04%
245,862
+35,358
470
$11.9M 0.04%
595,024
+477,272
471
$11.8M 0.04%
549,776
-60,792
472
$11.8M 0.04%
938,030
-235,450
473
$11.7M 0.04%
229,696
+93,498
474
$11.7M 0.04%
280,063
+6,950
475
$11.7M 0.04%
176,285
+80,258
17 18
19
20 21