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
1651
$895K ﹤0.01%
110,000
1652
$894K ﹤0.01%
4,444
-39,211
1653
$893K ﹤0.01%
+22,400
1654
$890K ﹤0.01%
10,208
+3,602
1655
$890K ﹤0.01%
24,109
-7,395
1656
$889K ﹤0.01%
49,070
-64,949
1657
$889K ﹤0.01%
+34,742
1658
$884K ﹤0.01%
15,613
+4,421
1659
$883K ﹤0.01%
23,350
+2,543
1660
$881K ﹤0.01%
13,245
-6,923
1661
$880K ﹤0.01%
+99,487
1662
$880K ﹤0.01%
12,948
+1,044
1663
$878K ﹤0.01%
25,851
+2,136
1664
$878K ﹤0.01%
35,000
1665
$877K ﹤0.01%
26,591
-1,487
1666
$877K ﹤0.01%
13,545
+380
1667
$876K ﹤0.01%
69,531
-24,723
1668
$874K ﹤0.01%
17,529
-2,731
1669
$873K ﹤0.01%
17,374
+693
1670
$869K ﹤0.01%
131,106
+1,900
1671
$868K ﹤0.01%
54,759
-3,450
1672
$867K ﹤0.01%
38,175
-8,131
1673
$863K ﹤0.01%
19,293
-822
1674
$861K ﹤0.01%
11,625
1675
$860K ﹤0.01%
17,636
-59,888
65 66
67
68 69