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
1201
$1.87M 0.01%
125,315
+66,259
1202
$1.87M 0.01%
42,055
+2,291
1203
$1.86M 0.01%
42,748
-110
1204
$1.86M 0.01%
32,943
+560
1205
$1.86M 0.01%
39,041
+6,858
1206
$1.86M 0.01%
63,356
+884
1207
$1.85M 0.01%
21,610
-946
1208
$1.85M 0.01%
46,011
-4,022
1209
$1.85M 0.01%
39,078
-119,522
1210
$1.84M 0.01%
30,541
-447
1211
$1.84M 0.01%
41,022
+2,356
1212
$1.84M 0.01%
50,990
-6,024
1213
$1.84M 0.01%
39,678
-347
1214
$1.84M 0.01%
34,314
+1,921
1215
$1.84M 0.01%
16,298
-2,198
1216
$1.83M 0.01%
56,931
+23,095
1217
$1.83M 0.01%
45,403
-130
1218
$1.83M 0.01%
17,851
+7,788
1219
$1.82M 0.01%
7,062
+2,911
1220
$1.82M 0.01%
32,765
-2,198
1221
$1.81M 0.01%
12,766
-5,665
1222
$1.81M 0.01%
108,207
+68,349
1223
$1.81M 0.01%
+97,617
1224
$1.81M 0.01%
28,248
+3,974
1225
$1.8M 0.01%
35,711
+16,364
47 48
49
50 51