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
1826
$646K ﹤0.01%
+31,183
1827
$646K ﹤0.01%
35,930
+25,130
1828
$642K ﹤0.01%
24,000
1829
$639K ﹤0.01%
38,350
-18,800
1830
$637K ﹤0.01%
13,836
-157
1831
$635K ﹤0.01%
15,971
-104,749
1832
$635K ﹤0.01%
12,755
-7,142
1833
$633K ﹤0.01%
18,262
+822
1834
$631K ﹤0.01%
50,325
+16,225
1835
$628K ﹤0.01%
+28,395
1836
$627K ﹤0.01%
13,738
+2,193
1837
$626K ﹤0.01%
13,984
-188,434
1838
$625K ﹤0.01%
7,689
+68
1839
$625K ﹤0.01%
+34,055
1840
$624K ﹤0.01%
6,176
+1,440
1841
$624K ﹤0.01%
30,564
-9,121
1842
$624K ﹤0.01%
21,279
-837
1843
$623K ﹤0.01%
46,699
+2,332
1844
$622K ﹤0.01%
40,000
1845
$616K ﹤0.01%
8,640
+640
1846
$613K ﹤0.01%
12,751
+107
1847
$613K ﹤0.01%
9,138
-316
1848
$613K ﹤0.01%
39,288
-7,936
1849
$612K ﹤0.01%
+76,455
1850
$612K ﹤0.01%
17,688
-506
72 73
74
75 76