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
726
$5.82M 0.02%
443,880
+118,808
727
$5.8M 0.02%
116,599
+5,502
728
$5.79M 0.02%
110,092
-21,563
729
$5.77M 0.02%
138,125
+18,998
730
$5.76M 0.02%
97,917
+15,860
731
$5.76M 0.02%
145,348
-1,144
732
$5.75M 0.02%
58,484
-380
733
$5.74M 0.02%
102,606
-94,270
734
$5.74M 0.02%
163,190
+3,362
735
$5.74M 0.02%
103,484
+17,262
736
$5.74M 0.02%
71,349
+6,170
737
$5.73M 0.02%
121,712
-10,190
738
$5.73M 0.02%
673,404
+20,888
739
$5.72M 0.02%
28,606
+1,453
740
$5.69M 0.02%
81,812
+8,252
741
$5.68M 0.02%
363,513
+115,324
742
$5.67M 0.02%
179,600
+167,947
743
$5.62M 0.02%
119,225
+1,972
744
$5.56M 0.02%
265,928
+7,671
745
$5.53M 0.02%
101,279
-17,064
746
$5.53M 0.02%
2,164,750
+371,362
747
$5.52M 0.02%
230,691
-6,852
748
$5.46M 0.02%
109,267
-101
749
$5.45M 0.02%
51,441
-23
750
$5.45M 0.02%
77,026
+185
28 29
30
31 32