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
751
$5.44M 0.02%
91,261
+9,088
752
$5.43M 0.02%
108,821
+17,016
753
$5.41M 0.02%
90,957
+4,630
754
$5.39M 0.02%
139,311
-25,243
755
$5.37M 0.02%
304,075
-45,676
756
$5.37M 0.02%
90,131
-21,583
757
$5.36M 0.02%
90,687
-2,211
758
$5.36M 0.02%
184,101
+5,574
759
$5.33M 0.02%
206,083
-35,282
760
$5.33M 0.02%
189,671
-12,544
761
$5.32M 0.02%
153,733
+10,927
762
$5.3M 0.02%
314,578
+38,335
763
$5.29M 0.02%
80,216
-1,134
764
$5.29M 0.02%
244,667
+98,469
765
$5.29M 0.02%
73,246
+4,576
766
$5.27M 0.02%
50,215
+12,434
767
$5.26M 0.02%
117,393
+191
768
$5.25M 0.02%
61,176
+20,824
769
$5.23M 0.02%
35,671
+3,103
770
$5.22M 0.02%
124,212
+13,652
771
$5.2M 0.02%
4,254
+108
772
$5.2M 0.02%
203,255
+11,355
773
$5.2M 0.02%
536,665
-16,180
774
$5.19M 0.02%
356,795
+59,963
775
$5.18M 0.02%
132,639
+41,116
29 30
31
32 33