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
2551
$104K ﹤0.01%
21,411
-2,500
2552
$103K ﹤0.01%
16,881
+1,885
2553
$102K ﹤0.01%
+12,388
2554
$100K ﹤0.01%
+16,692
2555
$100K ﹤0.01%
+683
2556
$99K ﹤0.01%
+10,283
2557
$99K ﹤0.01%
10,547
2558
$98K ﹤0.01%
+12,450
2559
$97K ﹤0.01%
22,553
+4,675
2560
$96K ﹤0.01%
+10,200
2561
$96K ﹤0.01%
+10,884
2562
$94K ﹤0.01%
5,298
-833
2563
$93K ﹤0.01%
15,305
-4,679
2564
$91K ﹤0.01%
11,324
-700
2565
$85K ﹤0.01%
11,459
-41,338
2566
$82K ﹤0.01%
+10,000
2567
$82K ﹤0.01%
48,486
2568
$79K ﹤0.01%
+10,367
2569
$77K ﹤0.01%
16,694
+2,771
2570
$77K ﹤0.01%
+11,393
2571
$75K ﹤0.01%
17,050
+2,600
2572
$74K ﹤0.01%
1,430
+10
2573
$73K ﹤0.01%
27,900
+5,750
2574
$72K ﹤0.01%
400
2575
$70K ﹤0.01%
1,534
101 102
103
104 105