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
1526
$1.05M ﹤0.01%
29,511
-152
1527
$1.05M ﹤0.01%
81,387
-573
1528
$1.05M ﹤0.01%
37,379
+1,393
1529
$1.05M ﹤0.01%
19,545
-4,478
1530
$1.05M ﹤0.01%
11,604
+9,323
1531
$1.05M ﹤0.01%
99,075
+31,366
1532
$1.05M ﹤0.01%
3,424
-477
1533
$1.05M ﹤0.01%
18,624
-184,260
1534
$1.05M ﹤0.01%
71,454
-3,318
1535
$1.05M ﹤0.01%
11,644
+1,172
1536
$1.05M ﹤0.01%
62,187
+45,442
1537
$1.05M ﹤0.01%
49,592
-2,172
1538
$1.04M ﹤0.01%
8,501
+267
1539
$1.04M ﹤0.01%
11,433
+1,424
1540
$1.04M ﹤0.01%
38,910
+1,410
1541
$1.04M ﹤0.01%
35,964
+6,044
1542
$1.04M ﹤0.01%
7,648
+884
1543
$1.04M ﹤0.01%
58,320
-224,458
1544
$1.03M ﹤0.01%
13,419
+3,726
1545
$1.03M ﹤0.01%
10,366
-619
1546
$1.03M ﹤0.01%
61,531
+24,041
1547
$1.03M ﹤0.01%
164,644
+11,391
1548
$1.03M ﹤0.01%
20,777
+780
1549
$1.02M ﹤0.01%
98,740
+8,747
1550
$1.02M ﹤0.01%
54,812
-4,595
60 61
62
63 64