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
1176
$1.94M 0.01%
81,505
+7,745
1177
$1.93M 0.01%
38,551
-22,275
1178
$1.93M 0.01%
6,208
-12,613
1179
$1.93M 0.01%
137,708
-69,827
1180
$1.92M 0.01%
89,334
-5,868
1181
$1.92M 0.01%
263,714
+14,432
1182
$1.92M 0.01%
40,810
+6,191
1183
$1.92M 0.01%
68,538
-2,507
1184
$1.92M 0.01%
22,872
+314
1185
$1.91M 0.01%
29,250
-1,345
1186
$1.91M 0.01%
48,116
+1,230
1187
$1.91M 0.01%
34,512
+26,382
1188
$1.91M 0.01%
83,145
-2,556
1189
$1.91M 0.01%
82,951
+29,056
1190
$1.91M 0.01%
64,627
-2,322
1191
$1.9M 0.01%
13,436
-527
1192
$1.9M 0.01%
41,261
-4,918
1193
$1.89M 0.01%
61,184
+10,050
1194
$1.89M 0.01%
56,398
-6,612
1195
$1.88M 0.01%
12,347
+4,189
1196
$1.88M 0.01%
88,159
+10,352
1197
$1.88M 0.01%
50,278
+15,877
1198
$1.87M 0.01%
170,989
-18,721
1199
$1.87M 0.01%
34,701
+1,063
1200
$1.87M 0.01%
158,731
+4,075
46 47
48
49 50