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
1026
$2.68M 0.01%
54,549
-385
1027
$2.68M 0.01%
200,832
-13,070
1028
$2.67M 0.01%
26,755
-963
1029
$2.65M 0.01%
25,380
-75,438
1030
$2.65M 0.01%
63,698
+12,037
1031
$2.65M 0.01%
28,543
+23,033
1032
$2.63M 0.01%
78,401
+18,496
1033
$2.63M 0.01%
81,599
+2,438
1034
$2.62M 0.01%
173,538
-53,496
1035
$2.61M 0.01%
100,954
+4,356
1036
$2.6M 0.01%
65,426
+33,545
1037
$2.6M 0.01%
49,279
+9,334
1038
$2.6M 0.01%
12,303
+645
1039
$2.59M 0.01%
73,350
+2,605
1040
$2.59M 0.01%
53,435
+5,622
1041
$2.58M 0.01%
34,126
+2,324
1042
$2.58M 0.01%
169,426
+7,803
1043
$2.57M 0.01%
112,742
+27,113
1044
$2.55M 0.01%
285,588
+37,984
1045
$2.55M 0.01%
74,850
-21,291
1046
$2.55M 0.01%
30,341
+4,410
1047
$2.54M 0.01%
10,891
+941
1048
$2.54M 0.01%
37,688
+149
1049
$2.54M 0.01%
13,556
-89
1050
$2.53M 0.01%
53,898
+3,496
40 41
42
43 44