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
1601
$948K ﹤0.01%
15,722
+5,969
1602
$948K ﹤0.01%
87,828
-5,811
1603
$948K ﹤0.01%
19,278
+1,670
1604
$946K ﹤0.01%
57,693
-5,794
1605
$943K ﹤0.01%
12,771
-1,092
1606
$943K ﹤0.01%
12,977
-543
1607
$942K ﹤0.01%
7,596
-457
1608
$942K ﹤0.01%
29,387
+783
1609
$934K ﹤0.01%
+24,275
1610
$931K ﹤0.01%
56,272
1611
$929K ﹤0.01%
12,657
+43
1612
$929K ﹤0.01%
18,934
+2,353
1613
$928K ﹤0.01%
57,105
+9,763
1614
$927K ﹤0.01%
9,861
-2,095
1615
$926K ﹤0.01%
22,828
-2,440
1616
$924K ﹤0.01%
36,224
-10,947
1617
$922K ﹤0.01%
79,367
+2,724
1618
$921K ﹤0.01%
11,632
-1,550
1619
$921K ﹤0.01%
+23,856
1620
$920K ﹤0.01%
13,399
+1,171
1621
$920K ﹤0.01%
98,237
+2,904
1622
$919K ﹤0.01%
33,157
-2,831
1623
$919K ﹤0.01%
18,264
+1,133
1624
$918K ﹤0.01%
191,069
-8,649
1625
$918K ﹤0.01%
27,016
-4
63 64
65
66 67