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
1676
$859K ﹤0.01%
158,153
-1,427
1677
$854K ﹤0.01%
24,506
-21,846
1678
$853K ﹤0.01%
27,361
+601
1679
$851K ﹤0.01%
47,304
+854
1680
$850K ﹤0.01%
40,572
-371
1681
$848K ﹤0.01%
+43,818
1682
$847K ﹤0.01%
22,594
+9,684
1683
$842K ﹤0.01%
+7,116
1684
$839K ﹤0.01%
35,456
+5,223
1685
$839K ﹤0.01%
8,500
+1,112
1686
$839K ﹤0.01%
85,126
-52,931
1687
$838K ﹤0.01%
17,009
-969
1688
$833K ﹤0.01%
37,585
-2,211
1689
$831K ﹤0.01%
34,744
-146,908
1690
$829K ﹤0.01%
44,589
+16,848
1691
$829K ﹤0.01%
44,843
+1,927
1692
$828K ﹤0.01%
13,604
-776
1693
$827K ﹤0.01%
28,840
+959
1694
$827K ﹤0.01%
+9,865
1695
$819K ﹤0.01%
16,824
-1,404
1696
$817K ﹤0.01%
4,824
1697
$814K ﹤0.01%
32,973
-4,476
1698
$814K ﹤0.01%
15,153
-23,332
1699
$814K ﹤0.01%
10,020
1700
$813K ﹤0.01%
+56,026
66 67
68
69 70