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
1801
$670K ﹤0.01%
5,654
+160
1802
$670K ﹤0.01%
47,176
+604
1803
$669K ﹤0.01%
50,916
-9,176
1804
$669K ﹤0.01%
16,080
+108
1805
$665K ﹤0.01%
+15,142
1806
$664K ﹤0.01%
+8,237
1807
$664K ﹤0.01%
113,630
1808
$663K ﹤0.01%
37,490
-452
1809
$663K ﹤0.01%
30,290
-4,095
1810
$663K ﹤0.01%
+8,273
1811
$661K ﹤0.01%
+100,000
1812
$659K ﹤0.01%
8,028
-1,634
1813
$658K ﹤0.01%
29,147
-505
1814
$658K ﹤0.01%
59,071
-2,976
1815
$657K ﹤0.01%
90,073
-3,601
1816
$656K ﹤0.01%
16,295
-1,141
1817
$656K ﹤0.01%
24,489
-102
1818
$655K ﹤0.01%
1,038
+13
1819
$654K ﹤0.01%
3,751
-3,067
1820
$653K ﹤0.01%
54,000
+600
1821
$651K ﹤0.01%
+11,708
1822
$650K ﹤0.01%
14,913
-6,964
1823
$650K ﹤0.01%
6,354
+339
1824
$649K ﹤0.01%
19,623
+5,109
1825
$648K ﹤0.01%
6,808
+1,883
71 72
73
74 75