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
101
$74.4M 0.24%
850,106
+139,158
102
$73.7M 0.23%
951,153
+53,986
103
$72.7M 0.23%
798,969
+36,411
104
$72.7M 0.23%
302,913
-10,885
105
$71.5M 0.23%
823,464
-112,598
106
$71.2M 0.22%
629,669
+338,049
107
$71.1M 0.22%
410,113
-2,836
108
$70.3M 0.22%
488,311
+38,097
109
$69.9M 0.22%
664,599
+23,799
110
$69.7M 0.22%
747,574
+25,741
111
$69.7M 0.22%
564,767
+9,135
112
$68.7M 0.22%
640,213
+108,835
113
$68.4M 0.22%
813,364
+56,095
114
$68.3M 0.22%
1,999,516
+347,854
115
$66.9M 0.21%
427,634
-102,048
116
$66.9M 0.21%
707,916
+48,322
117
$66.6M 0.21%
362,887
+48,017
118
$66.4M 0.21%
424,172
-13,950
119
$65.9M 0.21%
390,171
+51,775
120
$62.9M 0.2%
762,532
-9,738
121
$62.6M 0.2%
827,012
+69,546
122
$62.5M 0.2%
482,626
-8,665
123
$61.9M 0.2%
1,036,756
+32,663
124
$61.7M 0.19%
800,678
+76,286
125
$61.4M 0.19%
938,785
+128,218
3 4
5
6 7