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
26
$190M 0.6%
7,068,408
-55,881
27
$189M 0.6%
4,358,038
+47,482
28
$188M 0.59%
1,988,017
-154,733
29
$179M 0.56%
4,034,961
+200,208
30
$178M 0.56%
1,327,612
+80,478
31
$175M 0.55%
1,190,979
+194,628
32
$175M 0.55%
1,114,452
-9,314
33
$174M 0.55%
922,661
+113,577
34
$167M 0.53%
5,560,271
+98,777
35
$166M 0.52%
1,200,758
+73,175
36
$162M 0.51%
1,550,224
+255,584
37
$162M 0.51%
493,329
-256,539
38
$149M 0.47%
3,167,001
-160,078
39
$148M 0.47%
2,538,170
+383,170
40
$147M 0.46%
917,618
+5,044
41
$145M 0.46%
4,755,572
+457,638
42
$143M 0.45%
2,591,525
+100,226
43
$140M 0.44%
662,523
+90,739
44
$140M 0.44%
1,787,713
-100,107
45
$138M 0.44%
922,705
+5,671
46
$136M 0.43%
1,366,921
+44,108
47
$135M 0.42%
767,547
+44,574
48
$134M 0.42%
1,506,969
+246,805
49
$134M 0.42%
671,747
+41,556
50
$133M 0.42%
1,676,139
-58,131
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