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
51
$132M 0.42%
1,741,070
+49,255
52
$130M 0.41%
1,010,484
+9,441
53
$128M 0.4%
4,321,506
+369,654
54
$128M 0.4%
2,485,740
-5,580
55
$127M 0.4%
1,366,192
+166,469
56
$126M 0.4%
922,314
+13,530
57
$125M 0.39%
3,065,030
-4,824
58
$125M 0.39%
2,378,329
-396,897
59
$121M 0.38%
790,568
+27,400
60
$121M 0.38%
559,114
+9,979
61
$118M 0.37%
569,682
-1,565
62
$114M 0.36%
2,529,099
+851,808
63
$113M 0.36%
522,871
+28,518
64
$113M 0.36%
1,648,563
+25,008
65
$107M 0.34%
1,250,643
+114,638
66
$107M 0.34%
1,487,973
+5,455
67
$106M 0.34%
885,870
+167,856
68
$105M 0.33%
574,146
+1,731
69
$105M 0.33%
955,854
+22,425
70
$102M 0.32%
933,062
+1,199
71
$101M 0.32%
1,450,778
+18,547
72
$101M 0.32%
1,258,481
+92,997
73
$100M 0.32%
737,251
-195,787
74
$99.7M 0.31%
848,003
-142,668
75
$97.2M 0.31%
1,184,288
-14,754
1 2
3
4 5