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
676
$6.61M 0.02%
725,338
+270,096
677
$6.6M 0.02%
170,978
+159,522
678
$6.58M 0.02%
275,409
-101,803
679
$6.57M 0.02%
103,911
+12,320
680
$6.53M 0.02%
67,504
+8,933
681
$6.47M 0.02%
54,611
+577
682
$6.45M 0.02%
164,906
-147
683
$6.44M 0.02%
544,731
+121,405
684
$6.43M 0.02%
98,093
+18,552
685
$6.42M 0.02%
380,824
-113,242
686
$6.42M 0.02%
81,079
-5,954
687
$6.4M 0.02%
5,443
+158
688
$6.34M 0.02%
125,468
+36,968
689
$6.31M 0.02%
288,305
-3,852
690
$6.31M 0.02%
247,906
-104,484
691
$6.31M 0.02%
121,173
-6,722
692
$6.3M 0.02%
1,477,941
+7,650
693
$6.29M 0.02%
59,845
-555
694
$6.29M 0.02%
181,227
+14,749
695
$6.26M 0.02%
256,526
+175,709
696
$6.26M 0.02%
366,522
-64,836
697
$6.22M 0.02%
310,433
+149,532
698
$6.2M 0.02%
106,276
-23,191
699
$6.18M 0.02%
87,154
-5,883
700
$6.15M 0.02%
78,863
-626
26 27
28
29 30