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
1276
$1.63M 0.01%
+25,092
1277
$1.62M 0.01%
36,571
-4,135
1278
$1.62M 0.01%
114,155
-18,074
1279
$1.62M 0.01%
50,494
+29,116
1280
$1.61M 0.01%
123,642
-5,473
1281
$1.61M 0.01%
186,400
1282
$1.61M 0.01%
121,983
+3,031
1283
$1.6M 0.01%
87,050
+36,800
1284
$1.6M 0.01%
54,143
+635
1285
$1.6M 0.01%
100,864
+51,936
1286
$1.6M 0.01%
5,876
+506
1287
$1.6M 0.01%
20,780
+7,497
1288
$1.59M 0.01%
103,385
+73,446
1289
$1.59M 0.01%
18,581
-10,032
1290
$1.58M 0.01%
88,775
+40,678
1291
$1.58M 0.01%
62,377
+12,505
1292
$1.58M 0.01%
+58,174
1293
$1.58M 0.01%
110,143
+9,680
1294
$1.57M 0.01%
112,083
+10,994
1295
$1.57M ﹤0.01%
25,952
-3,190
1296
$1.57M ﹤0.01%
25,555
+1,359
1297
$1.56M ﹤0.01%
+107,395
1298
$1.56M ﹤0.01%
47,234
+7,619
1299
$1.56M ﹤0.01%
49,615
+1,864
1300
$1.56M ﹤0.01%
77,072
+36,664
50 51
52
53 54