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
176
$38.9M 0.12%
1,315,510
-287,650
177
$38.6M 0.12%
500,754
-77,068
178
$38.3M 0.12%
301,242
-24,412
179
$38.3M 0.12%
873,360
-929,802
180
$38.2M 0.12%
1,561,201
+1,169,649
181
$38.1M 0.12%
151,096
+11,095
182
$37.9M 0.12%
638,129
-5,329
183
$37.7M 0.12%
803,862
-158,266
184
$37.5M 0.12%
258,544
-20,529
185
$37M 0.12%
1,088,439
+67,367
186
$36.9M 0.12%
271,494
-595
187
$36.7M 0.12%
270,726
-19,125
188
$36.2M 0.11%
364,073
-8,121
189
$36.1M 0.11%
308,959
-13,019
190
$35.5M 0.11%
690,802
-197,073
191
$35.4M 0.11%
229,330
+972
192
$35.3M 0.11%
603,722
+25,659
193
$35M 0.11%
323,806
-20,270
194
$34.8M 0.11%
561,325
+99,307
195
$34.4M 0.11%
304,722
+42,261
196
$34.3M 0.11%
1,847,855
+114,972
197
$33.5M 0.11%
324,619
+31,932
198
$33.3M 0.11%
753,545
-8,841
199
$33.2M 0.1%
679,683
+37,717
200
$33.1M 0.1%
1,041,901
+1,344
6 7
8
9 10