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
1051
$2.53M 0.01%
191,892
+13,848
1052
$2.51M 0.01%
85,979
+9,498
1053
$2.51M 0.01%
123,760
-36,517
1054
$2.48M 0.01%
33,436
+545
1055
$2.48M 0.01%
101,915
+950
1056
$2.47M 0.01%
14,551
-1,491
1057
$2.46M 0.01%
22,081
-825
1058
$2.46M 0.01%
55,552
+25,000
1059
$2.45M 0.01%
2,977
-143
1060
$2.43M 0.01%
149,412
+122,211
1061
$2.43M 0.01%
+138,265
1062
$2.42M 0.01%
81,417
-117,886
1063
$2.42M 0.01%
209,738
+4,462
1064
$2.42M 0.01%
45,185
+23,643
1065
$2.41M 0.01%
130,000
+40,000
1066
$2.41M 0.01%
56,626
+13,042
1067
$2.4M 0.01%
270,772
+8,421
1068
$2.4M 0.01%
150,096
+5,664
1069
$2.39M 0.01%
22,811
+2,774
1070
$2.39M 0.01%
96,689
+61,090
1071
$2.39M 0.01%
126,094
-34,203
1072
$2.39M 0.01%
105,311
+7,947
1073
$2.37M 0.01%
79,962
+14,544
1074
$2.37M 0.01%
82,437
-18,857
1075
$2.36M 0.01%
23,990
-101,085
41 42
43
44 45