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
1851
$610K ﹤0.01%
52,443
+9,099
1852
$609K ﹤0.01%
27,766
+9,534
1853
$609K ﹤0.01%
5,683
-11,536
1854
$609K ﹤0.01%
4,340
+731
1855
$605K ﹤0.01%
2,084
-862
1856
$604K ﹤0.01%
27,446
+10,015
1857
$603K ﹤0.01%
15,756
-1,549
1858
$602K ﹤0.01%
25,024
-21,717
1859
$601K ﹤0.01%
+20,256
1860
$601K ﹤0.01%
50,900
+28,900
1861
$601K ﹤0.01%
11,835
-3,415
1862
$600K ﹤0.01%
32,340
-64,888
1863
$599K ﹤0.01%
14,768
+1,570
1864
$598K ﹤0.01%
14,180
+8,813
1865
$597K ﹤0.01%
18,494
+426
1866
$596K ﹤0.01%
8,199
+2,543
1867
$596K ﹤0.01%
49,107
-917
1868
$595K ﹤0.01%
31,604
-594
1869
$594K ﹤0.01%
7,684
-5,126
1870
$593K ﹤0.01%
87,816
+1,128
1871
$593K ﹤0.01%
33,665
+545
1872
$593K ﹤0.01%
11,263
+4,259
1873
$592K ﹤0.01%
3,607
-182
1874
$591K ﹤0.01%
17,227
+10,861
1875
$591K ﹤0.01%
7,776
+531
73 74
75
76 77