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
2601
$20K ﹤0.01%
1,198
2602
$20K ﹤0.01%
+50
2603
$19K ﹤0.01%
2
2604
$9K ﹤0.01%
585
2605
$8K ﹤0.01%
+11,941
2606
$7K ﹤0.01%
12,375
+1,150
2607
– –
-12,535
2608
– –
-5,068
2609
– –
-70,000
2610
– –
-12,812
2611
– –
-81,470
2612
– –
-12,800
2613
– –
-10,000
2614
– –
-23,346
2615
– –
-54,609
2616
– –
-16,464
2617
– –
-1,017
2618
– –
-2,448
2619
– –
-14,315
2620
– –
-95,820
2621
– –
-90,690
2622
– –
-5,400
2623
– –
-95,394
2624
– –
-288,654
2625
– –
-18,144
103 104
105
106 107