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
926
$3.52M 0.01%
50,298
+5,820
927
$3.51M 0.01%
25,557
-643
928
$3.51M 0.01%
20,501
+2,358
929
$3.5M 0.01%
54,460
+555
930
$3.5M 0.01%
69,836
+1,947
931
$3.48M 0.01%
+218,048
932
$3.48M 0.01%
99,135
+6,088
933
$3.47M 0.01%
5,725
+175
934
$3.46M 0.01%
34,582
-15,976
935
$3.46M 0.01%
58,055
+3,605
936
$3.46M 0.01%
56,185
-8,795
937
$3.45M 0.01%
85,406
+292
938
$3.44M 0.01%
24,819
+6,206
939
$3.43M 0.01%
76,492
-5,959
940
$3.42M 0.01%
31,820
+3,669
941
$3.4M 0.01%
55,315
+9,801
942
$3.4M 0.01%
2,938
+171
943
$3.38M 0.01%
31,810
-1,310
944
$3.37M 0.01%
508,500
+40,250
945
$3.37M 0.01%
9,623
-1,145
946
$3.37M 0.01%
40,029
-305
947
$3.36M 0.01%
77,151
+15,661
948
$3.36M 0.01%
17,589
-1,813
949
$3.36M 0.01%
211,522
-6,601
950
$3.36M 0.01%
255,913
+35,948
36 37
38
39 40