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
2476
$189K ﹤0.01%
11,293
-552
2477
$189K ﹤0.01%
15,590
-9,957
2478
$189K ﹤0.01%
17,500
+5,500
2479
$189K ﹤0.01%
+15,163
2480
$187K ﹤0.01%
24,876
+11,690
2481
$187K ﹤0.01%
13,050
2482
$187K ﹤0.01%
31,060
-165
2483
$185K ﹤0.01%
45,338
+33,305
2484
$185K ﹤0.01%
21,342
+210
2485
$182K ﹤0.01%
+10,874
2486
$182K ﹤0.01%
10,092
-3,441
2487
$182K ﹤0.01%
+15,675
2488
$182K ﹤0.01%
+19,501
2489
$181K ﹤0.01%
18,168
2490
$179K ﹤0.01%
11,005
-16,070
2491
$177K ﹤0.01%
15,051
+19
2492
$176K ﹤0.01%
+12,150
2493
$175K ﹤0.01%
16,125
2494
$175K ﹤0.01%
+14,149
2495
$175K ﹤0.01%
+10,229
2496
$175K ﹤0.01%
11,691
-2,996
2497
$173K ﹤0.01%
+12,957
2498
$173K ﹤0.01%
+3,430
2499
$172K ﹤0.01%
43,000
2500
$172K ﹤0.01%
20,092
-17,596
98 99
100
101 102