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
1451
$1.2M ﹤0.01%
87,049
+14,334
1452
$1.19M ﹤0.01%
181,158
+88,170
1453
$1.19M ﹤0.01%
23,863
+32
1454
$1.19M ﹤0.01%
+40,500
1455
$1.19M ﹤0.01%
23,976
+153
1456
$1.18M ﹤0.01%
32,305
+126
1457
$1.18M ﹤0.01%
9,709
+105
1458
$1.18M ﹤0.01%
50,100
1459
$1.18M ﹤0.01%
54,067
-5,859
1460
$1.18M ﹤0.01%
30,586
+24,860
1461
$1.18M ﹤0.01%
79,715
-45,333
1462
$1.18M ﹤0.01%
10,983
+271
1463
$1.17M ﹤0.01%
17,046
+4,477
1464
$1.17M ﹤0.01%
56,663
+338
1465
$1.17M ﹤0.01%
105,631
-1,835
1466
$1.17M ﹤0.01%
23,847
-597
1467
$1.17M ﹤0.01%
65,085
-161,554
1468
$1.17M ﹤0.01%
8,692
-24,560
1469
$1.17M ﹤0.01%
91,251
+38,411
1470
$1.17M ﹤0.01%
38,510
+19,314
1471
$1.16M ﹤0.01%
117,435
+17,815
1472
$1.16M ﹤0.01%
55,239
+1,690
1473
$1.16M ﹤0.01%
+45,467
1474
$1.16M ﹤0.01%
87,808
+9,848
1475
$1.16M ﹤0.01%
57,774
-9,263
57 58
59
60 61