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
976
$3.06M 0.01%
103,308
+6,806
977
$3.04M 0.01%
128,721
+457
978
$3.03M 0.01%
61,833
-1,392
979
$3.02M 0.01%
49,833
-58,735
980
$3.02M 0.01%
73,281
-427
981
$3M 0.01%
41,119
-783
982
$3M 0.01%
32,178
+3,568
983
$2.99M 0.01%
109,610
+5,035
984
$2.98M 0.01%
66,020
+1,817
985
$2.98M 0.01%
32,218
-1,742
986
$2.95M 0.01%
224,071
+9,665
987
$2.93M 0.01%
77,622
+2,760
988
$2.92M 0.01%
155,197
+21,248
989
$2.91M 0.01%
244,755
+33,868
990
$2.91M 0.01%
23,631
+5,921
991
$2.9M 0.01%
82,439
+6,725
992
$2.9M 0.01%
222,132
+123,507
993
$2.9M 0.01%
71,239
-23,373
994
$2.89M 0.01%
146,547
+57,031
995
$2.89M 0.01%
118,109
+35,286
996
$2.88M 0.01%
66,866
-14,525
997
$2.88M 0.01%
4,691
-97
998
$2.86M 0.01%
65,768
+14,600
999
$2.85M 0.01%
58,510
-619
1000
$2.84M 0.01%
348,277
+13,885
38 39
40
41 42