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
651
$7.3M 0.02%
331,331
+167,496
652
$7.29M 0.02%
148,692
+3,798
653
$7.29M 0.02%
290,097
+61,035
654
$7.29M 0.02%
116,070
+38,308
655
$7.24M 0.02%
66,035
+132
656
$7.19M 0.02%
902,582
+261,426
657
$7.17M 0.02%
313,557
+39,737
658
$7.08M 0.02%
93,494
-11,645
659
$7.07M 0.02%
31,914
-474
660
$7.05M 0.02%
16,809
+12,866
661
$7.03M 0.02%
107,431
-43,924
662
$7.01M 0.02%
146,131
-288,335
663
$7M 0.02%
166,972
-114
664
$6.98M 0.02%
770,311
+46,774
665
$6.95M 0.02%
82,957
+43,942
666
$6.94M 0.02%
137,960
-1,985
667
$6.92M 0.02%
223,011
+178,197
668
$6.91M 0.02%
62,763
+6,061
669
$6.87M 0.02%
220,363
+15,729
670
$6.85M 0.02%
100,054
-20,755
671
$6.78M 0.02%
448,856
+149,682
672
$6.77M 0.02%
560,115
+7,805
673
$6.77M 0.02%
80,828
-4,027
674
$6.68M 0.02%
265,790
-17,267
675
$6.66M 0.02%
78,908
-263
25 26
27
28 29