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
801
$4.92M 0.02%
78,249
+22,952
802
$4.92M 0.02%
338,469
+320,858
803
$4.88M 0.02%
132,012
-13,651
804
$4.88M 0.02%
110,996
+21,595
805
$4.88M 0.02%
49,765
+1,450
806
$4.87M 0.02%
123,077
+44,882
807
$4.83M 0.02%
72,395
+553
808
$4.79M 0.02%
201,452
+185,886
809
$4.78M 0.02%
104,631
+11,302
810
$4.76M 0.02%
150,097
-16,310
811
$4.72M 0.01%
213,920
+41,865
812
$4.72M 0.01%
64,727
-1,387
813
$4.71M 0.01%
240,215
-3,112
814
$4.69M 0.01%
503,215
-12,935
815
$4.69M 0.01%
56,390
+661
816
$4.69M 0.01%
183,813
+26,921
817
$4.67M 0.01%
376,853
+92,057
818
$4.65M 0.01%
69,578
+1,161
819
$4.63M 0.01%
84,659
+20,281
820
$4.62M 0.01%
259,560
+1,380
821
$4.62M 0.01%
72,299
+15,478
822
$4.59M 0.01%
185,480
+22,956
823
$4.59M 0.01%
213,096
+2,740
824
$4.59M 0.01%
25,194
-39,514
825
$4.58M 0.01%
149,533
+20,844
31 32
33
34 35