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 8.88%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
– –
-2,448
2702
– –
-14,315
2703
– –
-95,820
2704
– –
-90,690
2705
– –
-5,400
2706
– –
-95,394
2707
– –
-11,324
2708
– –
-288,654
2709
– –
-18,144
2710
– –
-100,444
2711
– –
-4,017
2712
– –
-29,449
2713
– –
-10,241
2714
– –
-634
2715
– –
-537
2716
– –
-176,411
2717
– –
-3,090
2718
– –
-133,818
2719
– –
-2,975
2720
– –
-11,854
2721
– –
-9,411
2722
– –
-7,868
2723
– –
-15,646
2724
– –
-19,690
2725
– –
-5,830
107 108
109
110 111