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
1376
$1.34M ﹤0.01%
61,928
+13,202
1377
$1.34M ﹤0.01%
27,693
+19,284
1378
$1.34M ﹤0.01%
49,066
+12,889
1379
$1.34M ﹤0.01%
75,260
+8,898
1380
$1.34M ﹤0.01%
18,000
1381
$1.34M ﹤0.01%
11,300
-114
1382
$1.33M ﹤0.01%
16,536
+1,586
1383
$1.33M ﹤0.01%
8,852
+3,729
1384
$1.33M ﹤0.01%
13,719
-1,447
1385
$1.33M ﹤0.01%
22,868
+100
1386
$1.33M ﹤0.01%
68,764
+20,459
1387
$1.33M ﹤0.01%
10,447
+7,465
1388
$1.32M ﹤0.01%
26,765
+2,306
1389
$1.32M ﹤0.01%
18,071
-466
1390
$1.32M ﹤0.01%
37,991
+8,591
1391
$1.32M ﹤0.01%
33,082
+888
1392
$1.32M ﹤0.01%
11,355
+988
1393
$1.32M ﹤0.01%
9,675
+2,141
1394
$1.32M ﹤0.01%
29,015
-1,869
1395
$1.32M ﹤0.01%
41,592
+2,510
1396
$1.32M ﹤0.01%
42,382
+4,268
1397
$1.32M ﹤0.01%
22,958
+5,432
1398
$1.31M ﹤0.01%
347,909
+44,947
1399
$1.31M ﹤0.01%
72,332
+29,411
1400
$1.31M ﹤0.01%
29,450
+24,213
54 55
56
57 58