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
2701
– –
-865,539
2702
– –
-35,734
2703
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-34,927
2704
– –
-39,136
2705
– –
-315
2706
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-8,015
2707
– –
-10,000
2708
– –
-3,328
2709
– –
-3,186
2710
– –
-46,773
2711
– –
-9,086
2712
– –
-25,998
2713
– –
-2,500
2714
– –
-4,225
2715
– –
-5,890
2716
– –
-6,907
2717
– –
-6,177
2718
– –
-4,189
2719
– –
-4,628
2720
– –
-19,882
2721
– –
-18,672
2722
– –
-36,184
2723
– –
-7,181
2724
– –
-19,710
2725
– –
-20,226
107 108
109
110 111