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
126
$61.4M 0.19%
2,272,934
+8,846
127
$60.8M 0.19%
2,485,182
+38,080
128
$60.5M 0.19%
410,526
-34,568
129
$59.4M 0.19%
1,391,716
-12,664
130
$59.3M 0.19%
1,082,621
+3,704
131
$59.3M 0.19%
547,228
+32,016
132
$59.2M 0.19%
1,211,448
-23,766
133
$59M 0.19%
932,702
-155,424
134
$58.6M 0.18%
745,215
+123,189
135
$57.7M 0.18%
1,058,392
+117,932
136
$57.7M 0.18%
551,377
-172,661
137
$57.2M 0.18%
2,301,164
+2,021,251
138
$57M 0.18%
163,174
+6,552
139
$56.8M 0.18%
1,804,670
+130,038
140
$56.8M 0.18%
207,841
+18,283
141
$56.7M 0.18%
839,085
+27,156
142
$56.6M 0.18%
568,812
-31,450
143
$55.4M 0.17%
453,400
+224,313
144
$54.4M 0.17%
524,392
-74,829
145
$54.3M 0.17%
354,003
+26,887
146
$54.1M 0.17%
2,299,130
-743,420
147
$54M 0.17%
868,296
-31,986
148
$53.2M 0.17%
351,521
+2,917
149
$52.8M 0.17%
838,513
+801
150
$51.9M 0.16%
352,873
-4,830
4 5
6
7 8