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
1401
$1.31M ﹤0.01%
25,868
-859
1402
$1.31M ﹤0.01%
24,710
+5,635
1403
$1.31M ﹤0.01%
13,768
-4,171
1404
$1.31M ﹤0.01%
+264,520
1405
$1.31M ﹤0.01%
110,180
+6,040
1406
$1.31M ﹤0.01%
26,166
+1,546
1407
$1.3M ﹤0.01%
78,599
+36,910
1408
$1.3M ﹤0.01%
43,017
+1,640
1409
$1.29M ﹤0.01%
81,560
+24,243
1410
$1.29M ﹤0.01%
130,067
+45,567
1411
$1.29M ﹤0.01%
14,282
+953
1412
$1.29M ﹤0.01%
27,643
+275
1413
$1.29M ﹤0.01%
23,041
-4,342
1414
$1.29M ﹤0.01%
78,608
+3,422
1415
$1.28M ﹤0.01%
20,522
+9,232
1416
$1.28M ﹤0.01%
16,507
-6
1417
$1.28M ﹤0.01%
40,694
-5,053
1418
$1.27M ﹤0.01%
99,694
-7,785
1419
$1.27M ﹤0.01%
129,197
+31,946
1420
$1.27M ﹤0.01%
27,865
-103,931
1421
$1.26M ﹤0.01%
25,774
+519
1422
$1.26M ﹤0.01%
8,625
-215
1423
$1.26M ﹤0.01%
60,724
+14,094
1424
$1.26M ﹤0.01%
25,755
+7,515
1425
$1.26M ﹤0.01%
53,380
-1,800
55 56
57
58 59