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
1326
$1.49M ﹤0.01%
150,624
+23,423
1327
$1.49M ﹤0.01%
39,508
+1,792
1328
$1.49M ﹤0.01%
401,200
1329
$1.49M ﹤0.01%
138,904
-10,658
1330
$1.49M ﹤0.01%
58,473
+15,237
1331
$1.48M ﹤0.01%
+21,920
1332
$1.47M ﹤0.01%
26,312
-9,867
1333
$1.47M ﹤0.01%
29,706
-6
1334
$1.46M ﹤0.01%
28,939
-18,025
1335
$1.46M ﹤0.01%
33,867
1336
$1.45M ﹤0.01%
30,917
+5,355
1337
$1.45M ﹤0.01%
62,764
+9,990
1338
$1.45M ﹤0.01%
12,861
-4,683
1339
$1.45M ﹤0.01%
54,379
+16,716
1340
$1.45M ﹤0.01%
71,659
-12,283
1341
$1.45M ﹤0.01%
36,227
-2,143
1342
$1.44M ﹤0.01%
197,925
+168,075
1343
$1.44M ﹤0.01%
43,178
+25,434
1344
$1.44M ﹤0.01%
56,266
-2,648
1345
$1.43M ﹤0.01%
33,773
+505
1346
$1.43M ﹤0.01%
248,060
+34,292
1347
$1.43M ﹤0.01%
23,154
+2,702
1348
$1.43M ﹤0.01%
28,334
-1,835
1349
$1.43M ﹤0.01%
132,805
+1,975
1350
$1.43M ﹤0.01%
89,435
+49,216
52 53
54
55 56