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
1301
$1.56M ﹤0.01%
98,720
+46,435
1302
$1.56M ﹤0.01%
57,120
-3,225
1303
$1.55M ﹤0.01%
36,251
+2,250
1304
$1.54M ﹤0.01%
+4,195
1305
$1.54M ﹤0.01%
54,908
+600
1306
$1.54M ﹤0.01%
101,182
+82,800
1307
$1.54M ﹤0.01%
121,684
+14,259
1308
$1.53M ﹤0.01%
96,628
+21,882
1309
$1.53M ﹤0.01%
34,858
-3,091
1310
$1.53M ﹤0.01%
57,741
+325
1311
$1.52M ﹤0.01%
9,896
-329
1312
$1.52M ﹤0.01%
601
-38
1313
$1.52M ﹤0.01%
16,521
-1,375
1314
$1.52M ﹤0.01%
48,284
+4,921
1315
$1.52M ﹤0.01%
141,248
-22,570
1316
$1.52M ﹤0.01%
89,617
+30,500
1317
$1.51M ﹤0.01%
10,592
+1,241
1318
$1.51M ﹤0.01%
34,917
+743
1319
$1.51M ﹤0.01%
24,737
+6,059
1320
$1.5M ﹤0.01%
33,172
+5,788
1321
$1.5M ﹤0.01%
7,424
-1,442
1322
$1.5M ﹤0.01%
67,833
-35,071
1323
$1.5M ﹤0.01%
33,076
+8,228
1324
$1.5M ﹤0.01%
47,216
+5,232
1325
$1.49M ﹤0.01%
35,781
-3,552
51 52
53
54 55