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
1426
$1.25M ﹤0.01%
11,167
+522
1427
$1.25M ﹤0.01%
95,415
+2,027
1428
$1.25M ﹤0.01%
31,106
+4,471
1429
$1.25M ﹤0.01%
19,390
-1,355
1430
$1.24M ﹤0.01%
40,491
-67,822
1431
$1.24M ﹤0.01%
23,525
-2,089
1432
$1.24M ﹤0.01%
57,626
-25,563
1433
$1.23M ﹤0.01%
46,042
+5,764
1434
$1.23M ﹤0.01%
13,869
+374
1435
$1.23M ﹤0.01%
186,093
+56,587
1436
$1.23M ﹤0.01%
32,564
-3,929
1437
$1.23M ﹤0.01%
78,415
-1,500
1438
$1.23M ﹤0.01%
32,792
-5,339
1439
$1.23M ﹤0.01%
34,581
-105,821
1440
$1.23M ﹤0.01%
54,000
+600
1441
$1.22M ﹤0.01%
55,159
+2,045
1442
$1.22M ﹤0.01%
29,295
+13,210
1443
$1.21M ﹤0.01%
95,533
+47
1444
$1.21M ﹤0.01%
27,380
+4,221
1445
$1.21M ﹤0.01%
31,199
-1,410
1446
$1.21M ﹤0.01%
74,988
+11,704
1447
$1.21M ﹤0.01%
148,834
+14,112
1448
$1.2M ﹤0.01%
22,945
-10,379
1449
$1.2M ﹤0.01%
23,498
-705
1450
$1.2M ﹤0.01%
17,177
+277
56 57
58
59 60