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
826
$4.56M 0.01%
118,339
+65,083
827
$4.55M 0.01%
158,958
+15,060
828
$4.53M 0.01%
187,420
+111,239
829
$4.52M 0.01%
94,395
+99
830
$4.51M 0.01%
33,198
+5,470
831
$4.51M 0.01%
210,272
-4,872
832
$4.49M 0.01%
70,326
+6,020
833
$4.49M 0.01%
287,769
-64,074
834
$4.48M 0.01%
111,354
+27,341
835
$4.47M 0.01%
86,383
+2,538
836
$4.46M 0.01%
91,030
+21,495
837
$4.43M 0.01%
60,903
+1,408
838
$4.43M 0.01%
196,621
+1,958
839
$4.43M 0.01%
74,968
+17,951
840
$4.4M 0.01%
7,642
-36
841
$4.39M 0.01%
83,700
+4,035
842
$4.38M 0.01%
32,852
+4,385
843
$4.36M 0.01%
38,208
-13,929
844
$4.36M 0.01%
99,777
+27,126
845
$4.35M 0.01%
35,917
+2,029
846
$4.34M 0.01%
141,012
+11,196
847
$4.33M 0.01%
55,555
+243
848
$4.32M 0.01%
98,465
+14,888
849
$4.31M 0.01%
73,931
-10,290
850
$4.28M 0.01%
112,278
+6,991
32 33
34
35 36