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
151
$51.8M 0.16%
590,430
-110,226
152
$51.5M 0.16%
934,014
-55,694
153
$50.7M 0.16%
595,695
-62,381
154
$50.2M 0.16%
787,112
+72,399
155
$49.8M 0.16%
1,557,032
-200,638
156
$49.3M 0.16%
324,735
-12,910
157
$49.1M 0.15%
445,358
+26,065
158
$47.9M 0.15%
599,402
+40,539
159
$47.9M 0.15%
783,645
+105,716
160
$47.4M 0.15%
298,391
-11,783
161
$47.3M 0.15%
344,626
+697
162
$46.7M 0.15%
927,698
+18,637
163
$46.2M 0.15%
693,924
-616,798
164
$45.9M 0.15%
633,715
+56,162
165
$45.5M 0.14%
7,864,480
+2,801,120
166
$44.5M 0.14%
1,628,624
+6,715
167
$44M 0.14%
459,413
-6,083
168
$43.7M 0.14%
667,681
-2,133
169
$41.3M 0.13%
374,171
+69,408
170
$41.3M 0.13%
897,379
-83,358
171
$41.2M 0.13%
628,162
-44,306
172
$41.1M 0.13%
637,545
-64,964
173
$41.1M 0.13%
456,804
+11,139
174
$40.9M 0.13%
255,396
+10,549
175
$38.9M 0.12%
729,676
+248,302
5 6
7
8 9