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
576
$8.76M 0.03%
247,680
+41,570
577
$8.76M 0.03%
84,607
+13,392
578
$8.73M 0.03%
59,519
-7,454
579
$8.7M 0.03%
60,207
-337
580
$8.66M 0.03%
+521,458
581
$8.65M 0.03%
66,217
+413
582
$8.64M 0.03%
36,001
+2,882
583
$8.63M 0.03%
179,671
+12,100
584
$8.63M 0.03%
150,855
+4,863
585
$8.61M 0.03%
153,592
-7,943
586
$8.6M 0.03%
522,690
+13,815
587
$8.59M 0.03%
71,288
+6,266
588
$8.58M 0.03%
99,022
+92,698
589
$8.58M 0.03%
124,601
+17,995
590
$8.57M 0.03%
194,153
-22,552
591
$8.56M 0.03%
66,522
-17,863
592
$8.53M 0.03%
406,398
+14,022
593
$8.52M 0.03%
242,668
+149,411
594
$8.45M 0.03%
160,652
-44,797
595
$8.44M 0.03%
164,074
+38,602
596
$8.42M 0.03%
+253,015
597
$8.42M 0.03%
41,289
+26,398
598
$8.4M 0.03%
173,237
+1,676
599
$8.38M 0.03%
159,125
-4,747
600
$8.38M 0.03%
80,472
-31,960
22 23
24
25 26