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
776
$5.18M 0.02%
82,520
-3,669
777
$5.17M 0.02%
126,779
-154
778
$5.11M 0.02%
145,557
779
$5.1M 0.02%
59,171
+2,769
780
$5.1M 0.02%
456,688
+395,652
781
$5.1M 0.02%
115,068
+26,362
782
$5.09M 0.02%
38,097
+5,109
783
$5.09M 0.02%
200,066
+14,774
784
$5.09M 0.02%
544,820
-7,530
785
$5.08M 0.02%
95,194
+25,126
786
$5.07M 0.02%
94,072
+58,598
787
$5.04M 0.02%
82,078
+8,844
788
$5.04M 0.02%
33,732
+4,558
789
$5.01M 0.02%
355,557
+13,937
790
$5.01M 0.02%
184,257
-2,989
791
$5M 0.02%
114,660
+22,450
792
$4.98M 0.02%
90,565
+2,661
793
$4.98M 0.02%
85,084
-7,999
794
$4.97M 0.02%
42,107
+5,106
795
$4.97M 0.02%
89,687
+7,807
796
$4.96M 0.02%
392,906
+381,525
797
$4.94M 0.02%
57,492
-6,589
798
$4.93M 0.02%
85,278
-23,615
799
$4.93M 0.02%
163,424
+3,425
800
$4.93M 0.02%
121,849
+5,829
30 31
32
33 34