Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$849M 2.68%
3,226,360
+40,812
2
$634M 2%
15,102,808
-234,672
3
$491M 1.55%
5,378,339
+2,032
4
$399M 1.26%
3,625,649
-66,684
5
$335M 1.06%
5,086,144
+390,656
6
$331M 1.05%
7,726,689
-107,881
7
$312M 0.99%
1,460,863
+22,691
8
$272M 0.86%
5,274,060
-51,020
9
$262M 0.83%
2,047,453
-43,816
10
$257M 0.81%
2,349,016
+440,214
11
$256M 0.81%
3,550,060
+26,020
12
$248M 0.78%
6,413,632
+338,088
13
$248M 0.78%
3,324,132
-204,287
14
$247M 0.78%
1,019,589
+9,707
15
$240M 0.76%
7,129,067
-166,275
16
$238M 0.75%
2,809,232
+335,789
17
$235M 0.74%
4,520,537
-80,980
18
$233M 0.73%
4,480,190
+23,103
19
$231M 0.73%
1,295,372
+56,488
20
$226M 0.71%
1,871,462
+208,865
21
$223M 0.71%
1,866,738
+47,939
22
$211M 0.67%
1,850,579
-40,911
23
$211M 0.66%
1,928,056
+23,596
24
$192M 0.61%
4,005,905
-14,866
25
$191M 0.6%
2,403,773
-29,822
1
2 3 4 5