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
601
$8.36M 0.03%
107,348
-10,354
602
$8.35M 0.03%
322,373
-36,726
603
$8.32M 0.03%
284,277
-92,124
604
$8.26M 0.03%
124,515
+7,210
605
$8.25M 0.03%
382,519
+61,536
606
$8.23M 0.03%
172,829
+77,868
607
$8.23M 0.03%
354,204
+112,266
608
$8.2M 0.03%
150,692
-40,306
609
$8.2M 0.03%
180,931
+17,723
610
$8.19M 0.03%
132,316
+36,048
611
$8.19M 0.03%
699,103
+326,938
612
$8.19M 0.03%
421,264
-74,558
613
$8.16M 0.03%
71,601
-14,021
614
$8.15M 0.03%
157,231
-7,964
615
$8.13M 0.03%
193,846
+20,615
616
$8.05M 0.03%
64,981
+1,269
617
$8.04M 0.03%
105,377
-1,976
618
$8.02M 0.03%
101,547
-199,437
619
$8.01M 0.03%
75,158
+4,328
620
$7.99M 0.03%
466,616
-4,460
621
$7.95M 0.03%
108,930
-14,937
622
$7.93M 0.03%
131,984
-13,154
623
$7.9M 0.02%
200,273
-6,550
624
$7.88M 0.02%
120,723
-3,048
625
$7.87M 0.02%
93,319
+21,712
23 24
25
26 27