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
1476
$1.15M ﹤0.01%
+18,131
1477
$1.15M ﹤0.01%
14,994
1478
$1.15M ﹤0.01%
19,788
+2,246
1479
$1.15M ﹤0.01%
83,635
-6,250
1480
$1.15M ﹤0.01%
26,068
+6,269
1481
$1.15M ﹤0.01%
119,690
-825
1482
$1.14M ﹤0.01%
64,727
+8,663
1483
$1.14M ﹤0.01%
21,928
+5,110
1484
$1.14M ﹤0.01%
17,633
-5,122
1485
$1.14M ﹤0.01%
46,562
+29,533
1486
$1.14M ﹤0.01%
204,120
+151
1487
$1.14M ﹤0.01%
22,339
-14,522
1488
$1.14M ﹤0.01%
178,785
+12,057
1489
$1.14M ﹤0.01%
51,884
-15,983
1490
$1.13M ﹤0.01%
48,491
+38,846
1491
$1.13M ﹤0.01%
73,610
+7,796
1492
$1.12M ﹤0.01%
12,589
-10,106
1493
$1.12M ﹤0.01%
120,000
1494
$1.12M ﹤0.01%
+30,283
1495
$1.12M ﹤0.01%
18,865
+1,744
1496
$1.12M ﹤0.01%
102,375
+91,335
1497
$1.11M ﹤0.01%
29,224
-353
1498
$1.11M ﹤0.01%
54,520
+14,838
1499
$1.11M ﹤0.01%
+38,812
1500
$1.11M ﹤0.01%
47,179
+9,654
58 59
60
61 62