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
1626
$918K ﹤0.01%
+37,076
1627
$917K ﹤0.01%
22,498
+5,764
1628
$917K ﹤0.01%
12,379
-255
1629
$916K ﹤0.01%
23,383
1630
$915K ﹤0.01%
22,675
+12,199
1631
$915K ﹤0.01%
62,477
+8,439
1632
$914K ﹤0.01%
23,781
-1,540
1633
$913K ﹤0.01%
+27,032
1634
$912K ﹤0.01%
30,121
+9,890
1635
$910K ﹤0.01%
17,844
+1,400
1636
$909K ﹤0.01%
8,821
-151
1637
$909K ﹤0.01%
51,665
+341
1638
$907K ﹤0.01%
18,080
-442
1639
$906K ﹤0.01%
22,348
-193,408
1640
$906K ﹤0.01%
39,099
+11,225
1641
$902K ﹤0.01%
104,656
+14,378
1642
$902K ﹤0.01%
38,763
+8,428
1643
$899K ﹤0.01%
+77,802
1644
$899K ﹤0.01%
5,686
+98
1645
$897K ﹤0.01%
50,980
-14,385
1646
$897K ﹤0.01%
146,036
+101,805
1647
$897K ﹤0.01%
28,180
+873
1648
$895K ﹤0.01%
7,584
-357
1649
$895K ﹤0.01%
12,441
+1,782
1650
$895K ﹤0.01%
7,574
-117
64 65
66
67 68