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
526
$10.2M 0.03%
154,946
+4,681
527
$10.2M 0.03%
532,952
+22,700
528
$10.2M 0.03%
43,947
+21,839
529
$10.2M 0.03%
145,542
+73,162
530
$10.1M 0.03%
124,365
+27,475
531
$10.1M 0.03%
196,724
-2,524
532
$10.1M 0.03%
294,968
-274,507
533
$10.1M 0.03%
410,216
+3,946
534
$10.1M 0.03%
435,211
+134,707
535
$10.1M 0.03%
289,565
+20,520
536
$10M 0.03%
1,058,277
+101,801
537
$10M 0.03%
85,289
-5,751
538
$10M 0.03%
444,792
+210,105
539
$9.92M 0.03%
422,387
+38,135
540
$9.89M 0.03%
53,135
-451
541
$9.89M 0.03%
74,039
-62
542
$9.85M 0.03%
325,680
+74,166
543
$9.81M 0.03%
525,420
-190,200
544
$9.8M 0.03%
89,748
+9,567
545
$9.79M 0.03%
524,943
-112,422
546
$9.76M 0.03%
204,509
-3,121
547
$9.72M 0.03%
44,126
+15,181
548
$9.7M 0.03%
269,899
-3,740
549
$9.69M 0.03%
92,631
-54,242
550
$9.64M 0.03%
516,029
-154,283
20 21
22
23 24