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
201
$33M 0.1%
611,787
+36,963
202
$32.9M 0.1%
129,105
+20,739
203
$32.9M 0.1%
473,080
-9,004
204
$32.7M 0.1%
627,294
-42,512
205
$32.3M 0.1%
1,144,507
+189,155
206
$32.2M 0.1%
564,945
+1,623
207
$32M 0.1%
615,145
+23,232
208
$31.9M 0.1%
458,337
-24,119
209
$31.9M 0.1%
412,400
-201,823
210
$31.8M 0.1%
569,758
+43,495
211
$31.8M 0.1%
1,150,926
+151,319
212
$31.7M 0.1%
349,480
+18,766
213
$31.4M 0.1%
203,522
+16,114
214
$31.4M 0.1%
297,851
+31,125
215
$31.4M 0.1%
561,685
+36,050
216
$31.2M 0.1%
630,059
+29,135
217
$31.2M 0.1%
194,016
+40,025
218
$31M 0.1%
286,720
+19,421
219
$30.7M 0.1%
138,951
+35,130
220
$30.6M 0.1%
178,019
+56,164
221
$30.6M 0.1%
233,814
-2,463
222
$30.5M 0.1%
465,425
-4,135
223
$30.1M 0.1%
196,776
-3,110
224
$29.9M 0.09%
655,504
-530
225
$29.9M 0.09%
579,039
-66,536
7 8
9
10 11