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
2526
$134K ﹤0.01%
+10,391
2527
$134K ﹤0.01%
32,831
+300
2528
$132K ﹤0.01%
11,469
-5,803
2529
$131K ﹤0.01%
19,000
2530
$130K ﹤0.01%
15,000
+2,000
2531
$129K ﹤0.01%
4,831
-564
2532
$128K ﹤0.01%
+10,819
2533
$128K ﹤0.01%
1,961
-472
2534
$128K ﹤0.01%
12,230
-3,151
2535
$124K ﹤0.01%
38,550
-29,100
2536
$124K ﹤0.01%
90,786
+558
2537
$123K ﹤0.01%
10,023
2538
$122K ﹤0.01%
13,950
+2,206
2539
$121K ﹤0.01%
2,367
+592
2540
$118K ﹤0.01%
10,388
+133
2541
$115K ﹤0.01%
10,364
-1,811
2542
$114K ﹤0.01%
11,963
2543
$113K ﹤0.01%
21,718
+10,772
2544
$113K ﹤0.01%
2,136
-1,770
2545
$111K ﹤0.01%
18,337
+195
2546
$110K ﹤0.01%
10,000
2547
$106K ﹤0.01%
16,100
-3,480
2548
$106K ﹤0.01%
34,000
-2,500
2549
$106K ﹤0.01%
15,591
-4,029
2550
$105K ﹤0.01%
30,000
+10,000
100 101
102
103 104