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
1151
$2.03M 0.01%
78,260
+1,186
1152
$2.02M 0.01%
118,820
+17,701
1153
$2.02M 0.01%
30,508
+8,826
1154
$2.02M 0.01%
165,440
+4,224
1155
$2.02M 0.01%
70,333
-22,980
1156
$2.02M 0.01%
76,542
+27,018
1157
$2.01M 0.01%
97,326
-12,145
1158
$2M 0.01%
93,248
+1,035
1159
$2M 0.01%
43,520
-15,257
1160
$1.99M 0.01%
31,979
+5,070
1161
$1.99M 0.01%
299,814
+13,032
1162
$1.99M 0.01%
68,713
+2,449
1163
$1.99M 0.01%
17,268
+2,558
1164
$1.98M 0.01%
116,519
+182
1165
$1.98M 0.01%
12,024
+202
1166
$1.97M 0.01%
109,370
+6,415
1167
$1.97M 0.01%
20,455
-1,684
1168
$1.97M 0.01%
118,863
-7,458
1169
$1.96M 0.01%
+150,000
1170
$1.95M 0.01%
66,557
+20,145
1171
$1.95M 0.01%
48,438
-1,330
1172
$1.95M 0.01%
11,822
-2,188
1173
$1.94M 0.01%
49,312
+11,910
1174
$1.94M 0.01%
50,782
+4,364
1175
$1.94M 0.01%
35,277
-46
45 46
47
48 49