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
951
$3.36M 0.01%
209,454
-42,962
952
$3.36M 0.01%
169,336
-20,699
953
$3.35M 0.01%
88,922
+13,105
954
$3.34M 0.01%
97,920
+38,300
955
$3.33M 0.01%
80,295
+14
956
$3.31M 0.01%
227,465
-90,055
957
$3.31M 0.01%
44,216
+10,152
958
$3.29M 0.01%
102,000
+7,000
959
$3.29M 0.01%
83,405
+14,378
960
$3.29M 0.01%
183,048
+25,609
961
$3.28M 0.01%
54,375
-16,017
962
$3.27M 0.01%
88,529
+152
963
$3.26M 0.01%
109,607
+8,503
964
$3.25M 0.01%
61,657
-957
965
$3.23M 0.01%
335,594
-1,616
966
$3.19M 0.01%
45,997
+8,707
967
$3.16M 0.01%
20,861
+2,518
968
$3.16M 0.01%
136,831
-12,238
969
$3.16M 0.01%
406,294
+202
970
$3.16M 0.01%
+101,414
971
$3.14M 0.01%
122,816
+10,098
972
$3.11M 0.01%
106,708
+1,408
973
$3.08M 0.01%
63,198
+206
974
$3.08M 0.01%
49,553
+3,649
975
$3.07M 0.01%
122,544
+31,179
37 38
39
40 41