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
1876
$591K ﹤0.01%
+23,108
1877
$588K ﹤0.01%
9,165
-12
1878
$586K ﹤0.01%
8,249
+843
1879
$586K ﹤0.01%
22,759
-844
1880
$584K ﹤0.01%
13,283
+3,112
1881
$584K ﹤0.01%
+11,344
1882
$581K ﹤0.01%
33,738
+1,392
1883
$580K ﹤0.01%
3,749
1884
$580K ﹤0.01%
14,876
-1,915
1885
$580K ﹤0.01%
12,369
-38
1886
$578K ﹤0.01%
8,490
+5,452
1887
$577K ﹤0.01%
42,321
-1,297
1888
$577K ﹤0.01%
24,337
+6,656
1889
$576K ﹤0.01%
19,546
+5,648
1890
$575K ﹤0.01%
28,170
+20,069
1891
$574K ﹤0.01%
48,237
+23,000
1892
$572K ﹤0.01%
63,941
+7,501
1893
$572K ﹤0.01%
46,215
+10,267
1894
$571K ﹤0.01%
4,307
-340
1895
$570K ﹤0.01%
42,895
-496
1896
$570K ﹤0.01%
6,959
+3,108
1897
$570K ﹤0.01%
+22,202
1898
$569K ﹤0.01%
21,943
-11,470
1899
$569K ﹤0.01%
6,204
+28
1900
$568K ﹤0.01%
24,772
+2,139
74 75
76
77 78