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 8.88%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$705K ﹤0.01%
43,776
+20,459
1777
$704K ﹤0.01%
3,530
+69
1778
$703K ﹤0.01%
+40,000
1779
$700K ﹤0.01%
+40,590
1780
$698K ﹤0.01%
30,154
+6,897
1781
$698K ﹤0.01%
14,744
-2,722
1782
$698K ﹤0.01%
41,778
+1,665
1783
$697K ﹤0.01%
10,940
+3,850
1784
$695K ﹤0.01%
31,595
-7,125
1785
$690K ﹤0.01%
45,155
+29,666
1786
$689K ﹤0.01%
+9,448
1787
$689K ﹤0.01%
29,545
+3,914
1788
$684K ﹤0.01%
81,804
-9,200
1789
$684K ﹤0.01%
6,575
-341
1790
$683K ﹤0.01%
19,890
+5,550
1791
$682K ﹤0.01%
36,234
+20,765
1792
$681K ﹤0.01%
43,885
-20,058
1793
$681K ﹤0.01%
5,517
-104,293
1794
$676K ﹤0.01%
28,247
+6,993
1795
$675K ﹤0.01%
36,710
-60,641
1796
$674K ﹤0.01%
10,775
+1
1797
$674K ﹤0.01%
32,697
+3,013
1798
$672K ﹤0.01%
+37,805
1799
$672K ﹤0.01%
45,262
+3,373
1800
$672K ﹤0.01%
6,183
-275
70 71
72
73 74