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
1501
$1.11M ﹤0.01%
39,190
+1,670
1502
$1.1M ﹤0.01%
44,102
+8,422
1503
$1.1M ﹤0.01%
28,941
-5,067
1504
$1.1M ﹤0.01%
12,424
-14,520
1505
$1.1M ﹤0.01%
+37,562
1506
$1.1M ﹤0.01%
18,150
+5,395
1507
$1.09M ﹤0.01%
47,607
+3,372
1508
$1.09M ﹤0.01%
18,442
-918
1509
$1.09M ﹤0.01%
20,642
+4,911
1510
$1.09M ﹤0.01%
+25,776
1511
$1.09M ﹤0.01%
40,950
+6,888
1512
$1.09M ﹤0.01%
38,943
-41,129
1513
$1.09M ﹤0.01%
137,904
-20,803
1514
$1.09M ﹤0.01%
+16,245
1515
$1.09M ﹤0.01%
10,474
-534
1516
$1.08M ﹤0.01%
31,400
+3,070
1517
$1.08M ﹤0.01%
35,438
-3,603
1518
$1.08M ﹤0.01%
67,563
-5,261
1519
$1.07M ﹤0.01%
22,148
+6,367
1520
$1.07M ﹤0.01%
30,475
1521
$1.07M ﹤0.01%
35,007
+2,528
1522
$1.06M ﹤0.01%
+32,294
1523
$1.06M ﹤0.01%
16,692
-84
1524
$1.06M ﹤0.01%
63,084
+15,968
1525
$1.06M ﹤0.01%
14,556
+8,276
59 60
61
62 63