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
901
$3.79M 0.01%
24,671
-9,857
902
$3.79M 0.01%
98,403
+60,877
903
$3.78M 0.01%
215,086
+132,748
904
$3.76M 0.01%
31,912
+4,500
905
$3.74M 0.01%
15,954
-2,293
906
$3.74M 0.01%
43,819
-2,413
907
$3.73M 0.01%
139,744
+11,519
908
$3.72M 0.01%
20,143
-81
909
$3.7M 0.01%
74,224
-168,060
910
$3.69M 0.01%
146,968
+2,638
911
$3.68M 0.01%
117,254
-111,208
912
$3.67M 0.01%
44,499
+446
913
$3.67M 0.01%
90,156
+55,878
914
$3.66M 0.01%
87,356
+16,348
915
$3.65M 0.01%
69,648
-20,004
916
$3.65M 0.01%
15,047
+1,349
917
$3.65M 0.01%
24,105
-21,239
918
$3.61M 0.01%
60,120
+11,409
919
$3.6M 0.01%
51,460
+1,364
920
$3.6M 0.01%
131,995
+31,545
921
$3.58M 0.01%
62,704
+13,116
922
$3.58M 0.01%
79,542
+9,402
923
$3.57M 0.01%
89,754
+4,834
924
$3.53M 0.01%
229,439
-3,959
925
$3.53M 0.01%
20,856
+3,901
35 36
37
38 39