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
626
$7.82M 0.02%
253,355
+235,562
627
$7.73M 0.02%
544,862
+18,401
628
$7.72M 0.02%
37,836
+1,318
629
$7.72M 0.02%
122,513
+2,451
630
$7.71M 0.02%
162,637
+123,796
631
$7.68M 0.02%
339,713
+27,294
632
$7.67M 0.02%
132,456
-13,425
633
$7.66M 0.02%
154,087
-9,752
634
$7.66M 0.02%
+34,840
635
$7.64M 0.02%
131,464
+20,160
636
$7.61M 0.02%
298,350
-1,731,027
637
$7.58M 0.02%
51,191
+4,830
638
$7.58M 0.02%
206,307
+97,142
639
$7.55M 0.02%
86,223
+5,021
640
$7.54M 0.02%
170,876
+33,396
641
$7.5M 0.02%
155,679
+58,051
642
$7.48M 0.02%
2,918,085
-1,311,938
643
$7.47M 0.02%
120,082
-19,545
644
$7.45M 0.02%
36,088
-5,521
645
$7.45M 0.02%
128,689
-690
646
$7.44M 0.02%
61,616
+6,990
647
$7.42M 0.02%
639,853
+340,579
648
$7.39M 0.02%
130,585
-12,924
649
$7.35M 0.02%
323,641
-7,555
650
$7.3M 0.02%
73,586
+15,192
24 25
26
27 28