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
701
$6.14M 0.02%
180,037
+15,095
702
$6.13M 0.02%
53,380
+32,470
703
$6.11M 0.02%
40,968
+8,807
704
$6.1M 0.02%
187,242
+53,411
705
$6.1M 0.02%
74,945
-12,232
706
$6.09M 0.02%
277,474
-213,698
707
$6.09M 0.02%
42,819
+12,017
708
$6.09M 0.02%
419,164
-8,761
709
$6.08M 0.02%
106,957
-29,646
710
$6.07M 0.02%
54,423
+2,915
711
$6.07M 0.02%
84,491
+2,532
712
$6.05M 0.02%
102,540
-99,840
713
$6.02M 0.02%
224,450
-37,223
714
$6.01M 0.02%
226,418
+43,301
715
$6M 0.02%
275,733
+136,114
716
$5.98M 0.02%
80,524
-2,142
717
$5.96M 0.02%
118,330
+26,402
718
$5.95M 0.02%
59,881
+3,542
719
$5.95M 0.02%
56,515
+678
720
$5.94M 0.02%
4,609
-419
721
$5.91M 0.02%
170,238
-8,276
722
$5.89M 0.02%
128,814
+12,538
723
$5.86M 0.02%
115,525
+6,046
724
$5.85M 0.02%
156,397
+17,623
725
$5.84M 0.02%
92,160
+4,056
27 28
29
30 31