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
1076
$2.36M 0.01%
27,318
-342
1077
$2.35M 0.01%
109,945
-12,872
1078
$2.35M 0.01%
21,387
+3,228
1079
$2.33M 0.01%
109,746
+1,974
1080
$2.33M 0.01%
177,447
-19,720
1081
$2.33M 0.01%
19,846
+2,087
1082
$2.33M 0.01%
43,614
+15,489
1083
$2.33M 0.01%
118,974
+13,340
1084
$2.32M 0.01%
36,252
+15,517
1085
$2.32M 0.01%
47,296
+12,608
1086
$2.32M 0.01%
33,821
+1,343
1087
$2.31M 0.01%
60,098
+4,870
1088
$2.3M 0.01%
+63,181
1089
$2.29M 0.01%
70,448
+9,424
1090
$2.29M 0.01%
44,379
-4,908
1091
$2.28M 0.01%
47,489
-28,966
1092
$2.28M 0.01%
68,501
+7,603
1093
$2.27M 0.01%
32,604
-4,794
1094
$2.27M 0.01%
50,545
-2,665
1095
$2.27M 0.01%
91,598
+1,460
1096
$2.26M 0.01%
117,792
+79,428
1097
$2.26M 0.01%
109,146
+7,516
1098
$2.25M 0.01%
52,672
+376
1099
$2.25M 0.01%
170,403
-13,213
1100
$2.25M 0.01%
53,867
+6,669
42 43
44
45 46