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
1751
$735K ﹤0.01%
120,856
+30,543
1752
$731K ﹤0.01%
81,275
+28,569
1753
$731K ﹤0.01%
39,640
+4,025
1754
$731K ﹤0.01%
15,200
-13,642
1755
$730K ﹤0.01%
10,599
-409
1756
$729K ﹤0.01%
22,256
+1,452
1757
$728K ﹤0.01%
16,817
+2,991
1758
$726K ﹤0.01%
31,515
+13,033
1759
$726K ﹤0.01%
99,570
+6,435
1760
$725K ﹤0.01%
+9,228
1761
$725K ﹤0.01%
16,383
-9,087
1762
$724K ﹤0.01%
40,701
+5,668
1763
$722K ﹤0.01%
+28,743
1764
$720K ﹤0.01%
22,500
-702
1765
$714K ﹤0.01%
5,245
+20
1766
$712K ﹤0.01%
46,930
-27,110
1767
$710K ﹤0.01%
4,463
+481
1768
$708K ﹤0.01%
130,910
+10,753
1769
$708K ﹤0.01%
46,536
+815
1770
$707K ﹤0.01%
29,034
-460
1771
$707K ﹤0.01%
24,312
+12,112
1772
$705K ﹤0.01%
60,231
+7,825
1773
$705K ﹤0.01%
13,858
+458
1774
$705K ﹤0.01%
19,810
1775
$705K ﹤0.01%
9,397
-997
69 70
71
72 73