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
1126
$2.13M 0.01%
197,068
+11,229
1127
$2.11M 0.01%
155,625
+7,898
1128
$2.11M 0.01%
41,039
+1,718
1129
$2.11M 0.01%
41,418
+26,301
1130
$2.1M 0.01%
36,902
+5,194
1131
$2.1M 0.01%
27,296
+4,350
1132
$2.09M 0.01%
213,135
-12,795
1133
$2.09M 0.01%
15,745
-12,570
1134
$2.08M 0.01%
166,618
+136,814
1135
$2.08M 0.01%
+64,667
1136
$2.08M 0.01%
62,575
+5,961
1137
$2.07M 0.01%
89,442
-2,910
1138
$2.07M 0.01%
86,477
-3,375
1139
$2.07M 0.01%
63,587
+51,587
1140
$2.06M 0.01%
43,350
+1,714
1141
$2.06M 0.01%
41,378
-464
1142
$2.06M 0.01%
94,577
-22,734
1143
$2.05M 0.01%
60,418
+7,652
1144
$2.05M 0.01%
61,177
+2,217
1145
$2.05M 0.01%
36,993
-2,691
1146
$2.05M 0.01%
54,433
+24,897
1147
$2.04M 0.01%
142,500
1148
$2.04M 0.01%
31,280
+19,570
1149
$2.04M 0.01%
223,131
+210,152
1150
$2.03M 0.01%
83,385
-39,871
44 45
46
47 48