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
1701
$813K ﹤0.01%
49,337
+16,413
1702
$810K ﹤0.01%
+28,482
1703
$809K ﹤0.01%
14,782
-4,897
1704
$808K ﹤0.01%
12,677
-939
1705
$808K ﹤0.01%
50,626
+3,021
1706
$807K ﹤0.01%
18,415
-1,180
1707
$807K ﹤0.01%
29,460
-5,124
1708
$806K ﹤0.01%
70,225
+36,720
1709
$799K ﹤0.01%
62,948
-3,364
1710
$796K ﹤0.01%
10,299
-1,793
1711
$795K ﹤0.01%
7,796
+2,523
1712
$795K ﹤0.01%
13,891
+184
1713
$793K ﹤0.01%
23,161
+1,312
1714
$791K ﹤0.01%
13,427
-506
1715
$790K ﹤0.01%
50,945
1716
$789K ﹤0.01%
44,913
+1,293
1717
$788K ﹤0.01%
+21,932
1718
$788K ﹤0.01%
27,065
+11,244
1719
$787K ﹤0.01%
15,501
+10,884
1720
$780K ﹤0.01%
15,154
-350
1721
$780K ﹤0.01%
83,602
+63,602
1722
$778K ﹤0.01%
130,954
+54,534
1723
$772K ﹤0.01%
+21,008
1724
$770K ﹤0.01%
32,484
+5,800
1725
$770K ﹤0.01%
11,014
+68
67 68
69
70 71