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
76
$95.4M 0.3%
1,402,486
+661
77
$95.1M 0.3%
175,085
+3,303
78
$95.1M 0.3%
1,772,802
-92,684
79
$92.8M 0.29%
1,834,497
-56,426
80
$92.1M 0.29%
2,447,525
+196,670
81
$91.6M 0.29%
2,245,852
+165,216
82
$91.4M 0.29%
908,532
+73,932
83
$91.4M 0.29%
1,761,424
-28,456
84
$91.1M 0.29%
1,992,544
-242,077
85
$90.3M 0.29%
1,587,018
+203,721
86
$90.2M 0.28%
2,284,097
+254,327
87
$89.8M 0.28%
526,251
-56,351
88
$88.5M 0.28%
262,325
+52,927
89
$84.8M 0.27%
1,415,117
-232,440
90
$84.7M 0.27%
1,463,136
+46,672
91
$83.1M 0.26%
1,862,307
+92,224
92
$81.9M 0.26%
1,265,877
+79,538
93
$81.4M 0.26%
1,610,261
-171,504
94
$80.6M 0.25%
1,155,066
-20,914
95
$79.3M 0.25%
1,276,585
+108,381
96
$78.8M 0.25%
460,734
+30,973
97
$78.8M 0.25%
1,043,445
-1,587
98
$77.7M 0.25%
709,215
+157,804
99
$75M 0.24%
644,346
+25,374
100
$74.6M 0.24%
281,198
-7,050
2 3
4
5 6