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
476
$11.7M 0.04%
598,083
-106,445
477
$11.7M 0.04%
392,938
+124,352
478
$11.7M 0.04%
224,496
+3,891
479
$11.7M 0.04%
320,910
-43,960
480
$11.6M 0.04%
182,135
-91
481
$11.6M 0.04%
171,484
-14,515
482
$11.5M 0.04%
380,324
-7,573
483
$11.5M 0.04%
325,982
+3,430
484
$11.5M 0.04%
290,338
-10,659
485
$11.4M 0.04%
898,432
+51,816
486
$11.4M 0.04%
145,552
+7,372
487
$11.4M 0.04%
57,090
+11,556
488
$11.4M 0.04%
108,113
-542
489
$11.4M 0.04%
217,981
-19,783
490
$11.4M 0.04%
231,630
+20,298
491
$11.3M 0.04%
136,821
+6,558
492
$11.3M 0.04%
389,282
-82,987
493
$11.3M 0.04%
224,417
-61,133
494
$11.3M 0.04%
175,713
+46,024
495
$11.2M 0.04%
121,297
+3,655
496
$11.2M 0.04%
267,897
-3,986
497
$11.2M 0.04%
257,081
+14,661
498
$11.1M 0.04%
68,736
+2,092
499
$11.1M 0.04%
338,845
+50,455
500
$11.1M 0.04%
303,708
+94,613
18 19
20
21 22