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
1551
$1.02M ﹤0.01%
24,195
+6,843
1552
$1.02M ﹤0.01%
20,794
-3,406
1553
$1.01M ﹤0.01%
50,178
+9,344
1554
$1.01M ﹤0.01%
8,335
+490
1555
$1.01M ﹤0.01%
73,030
+53,190
1556
$1.01M ﹤0.01%
+6,807
1557
$1.01M ﹤0.01%
1,543
-3,449
1558
$1.01M ﹤0.01%
27,468
+4,860
1559
$1.01M ﹤0.01%
86,226
-5,643
1560
$1.01M ﹤0.01%
+37,252
1561
$1.01M ﹤0.01%
+86,149
1562
$1M ﹤0.01%
57,439
+42,057
1563
$998K ﹤0.01%
48,663
+6,263
1564
$997K ﹤0.01%
143,358
+25,741
1565
$997K ﹤0.01%
18,902
+2,954
1566
$995K ﹤0.01%
18,914
+4,105
1567
$994K ﹤0.01%
17,576
+1,554
1568
$990K ﹤0.01%
404,145
-11,134
1569
$988K ﹤0.01%
+25,132
1570
$987K ﹤0.01%
80,299
+27,501
1571
$986K ﹤0.01%
32,142
+13,987
1572
$985K ﹤0.01%
54,435
+8,350
1573
$984K ﹤0.01%
29,023
+172
1574
$979K ﹤0.01%
64,750
-402
1575
$978K ﹤0.01%
47,105
+28,827
61 62
63
64 65