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
851
$4.27M 0.01%
146,287
+5,191
852
$4.27M 0.01%
186,403
-35,021
853
$4.27M 0.01%
47,992
-3,798
854
$4.27M 0.01%
53,051
-52,406
855
$4.26M 0.01%
192,442
+87,250
856
$4.26M 0.01%
259,274
+18,473
857
$4.26M 0.01%
3,309
-2,034
858
$4.25M 0.01%
546,275
-154,868
859
$4.25M 0.01%
41,161
-911
860
$4.24M 0.01%
114,679
+72,392
861
$4.19M 0.01%
24,272
-5,327
862
$4.18M 0.01%
203,746
+24,526
863
$4.18M 0.01%
77,176
-8,282
864
$4.18M 0.01%
69,112
+1,034
865
$4.18M 0.01%
164,596
+1,572
866
$4.18M 0.01%
163,295
+3,260
867
$4.18M 0.01%
78,288
+50,418
868
$4.17M 0.01%
124,728
+49,347
869
$4.17M 0.01%
73,475
+10,114
870
$4.15M 0.01%
113,999
+1,214
871
$4.15M 0.01%
147,158
-5,672
872
$4.14M 0.01%
109,125
+11,748
873
$4.13M 0.01%
34,653
-299
874
$4.13M 0.01%
64,876
+56,476
875
$4.13M 0.01%
66,631
+1,917
33 34
35
36 37