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
1351
$1.42M ﹤0.01%
15,280
+2,401
1352
$1.42M ﹤0.01%
32,304
+19,269
1353
$1.42M ﹤0.01%
45,125
-34,740
1354
$1.42M ﹤0.01%
63,855
-4,441
1355
$1.41M ﹤0.01%
63,669
-2,364
1356
$1.41M ﹤0.01%
50,961
-8,000
1357
$1.41M ﹤0.01%
35,312
+3,503
1358
$1.41M ﹤0.01%
34,129
-3,713
1359
$1.4M ﹤0.01%
75,003
-13,960
1360
$1.4M ﹤0.01%
20,850
+4,930
1361
$1.4M ﹤0.01%
156,666
-15,099
1362
$1.4M ﹤0.01%
28,086
+4,633
1363
$1.4M ﹤0.01%
48,378
+26,653
1364
$1.39M ﹤0.01%
50,155
+8,782
1365
$1.39M ﹤0.01%
25,022
+2,072
1366
$1.38M ﹤0.01%
22,481
+14,244
1367
$1.37M ﹤0.01%
44,372
-2,601
1368
$1.37M ﹤0.01%
+53,899
1369
$1.36M ﹤0.01%
34,092
-648
1370
$1.36M ﹤0.01%
110,130
+1,170
1371
$1.36M ﹤0.01%
128,152
+68,300
1372
$1.36M ﹤0.01%
+67,290
1373
$1.35M ﹤0.01%
34,057
-1,231
1374
$1.35M ﹤0.01%
43,162
+22,222
1375
$1.35M ﹤0.01%
9,143
+488
53 54
55
56 57