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
876
$4.09M 0.01%
59,347
+700
877
$4.05M 0.01%
82,949
+6,485
878
$4.04M 0.01%
47,424
+7,646
879
$4.04M 0.01%
1,758,943
+107,972
880
$4.03M 0.01%
+209,311
881
$4.02M 0.01%
24,994
+8,766
882
$4.01M 0.01%
89,167
+52,234
883
$4.01M 0.01%
34,503
+5,384
884
$3.98M 0.01%
54,123
-175
885
$3.95M 0.01%
180,357
-6,665
886
$3.94M 0.01%
53,896
-2,010
887
$3.92M 0.01%
61,353
-3,691
888
$3.92M 0.01%
623,929
+72,297
889
$3.91M 0.01%
74,433
+4,011
890
$3.9M 0.01%
348,726
+6,534
891
$3.9M 0.01%
17,514
+1,219
892
$3.9M 0.01%
154,863
+5,197
893
$3.89M 0.01%
77,505
-9,577
894
$3.89M 0.01%
180,414
+18,319
895
$3.85M 0.01%
181,025
+14,836
896
$3.85M 0.01%
64,344
+4,086
897
$3.83M 0.01%
41,844
+12,495
898
$3.83M 0.01%
162,249
-47,538
899
$3.82M 0.01%
102,057
+9,673
900
$3.8M 0.01%
36,046
-70,046
34 35
36
37 38