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
1226
$1.8M 0.01%
15,158
+3,821
1227
$1.8M 0.01%
127,170
+15,350
1228
$1.8M 0.01%
44,936
-4,373
1229
$1.8M 0.01%
8,259
-88
1230
$1.79M 0.01%
63,670
+11,757
1231
$1.77M 0.01%
156,545
-3,965
1232
$1.76M 0.01%
379,130
+28,912
1233
$1.76M 0.01%
49,152
-28,467
1234
$1.76M 0.01%
+125,902
1235
$1.76M 0.01%
33,387
+9,239
1236
$1.75M 0.01%
14,566
-700
1237
$1.74M 0.01%
106,720
+77,194
1238
$1.73M 0.01%
+43,344
1239
$1.73M 0.01%
36,955
+7,545
1240
$1.73M 0.01%
45,057
+3,834
1241
$1.72M 0.01%
19,882
-1,024
1242
$1.72M 0.01%
52,212
-104
1243
$1.72M 0.01%
20,420
-2,656
1244
$1.72M 0.01%
1,076
-635
1245
$1.71M 0.01%
+108,855
1246
$1.71M 0.01%
32,284
-1,277
1247
$1.71M 0.01%
134,436
+1,176
1248
$1.71M 0.01%
26,323
+1,344
1249
$1.71M 0.01%
84,669
+17,293
1250
$1.7M 0.01%
56,387
-34,448
48 49
50
51 52