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
551
$9.59M 0.03%
337,221
+52,707
552
$9.58M 0.03%
176,248
-1,088
553
$9.58M 0.03%
738,053
+133,365
554
$9.57M 0.03%
238,817
+44,079
555
$9.52M 0.03%
60,773
-1,084
556
$9.48M 0.03%
230,391
+14,773
557
$9.4M 0.03%
151,564
+55,370
558
$9.39M 0.03%
109,548
+3,558
559
$9.31M 0.03%
214,624
+24,732
560
$9.24M 0.03%
279,984
+7,080
561
$9.23M 0.03%
226,963
+18,059
562
$9.11M 0.03%
108,249
-3,745
563
$9.1M 0.03%
162,350
+830
564
$9.08M 0.03%
422,086
+18,025
565
$9.07M 0.03%
37,253
+463
566
$9.05M 0.03%
490,879
+21,168
567
$9.03M 0.03%
159,825
+20,769
568
$8.98M 0.03%
152,309
-10,094
569
$8.95M 0.03%
196,797
+114,772
570
$8.92M 0.03%
103,209
-6,090
571
$8.88M 0.03%
450,749
-7,788
572
$8.87M 0.03%
63,827
+5,974
573
$8.86M 0.03%
+275,550
574
$8.86M 0.03%
46,254
-9,107
575
$8.84M 0.03%
69,789
+29,633
21 22
23
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