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
1926
$544K ﹤0.01%
14,000
1927
$542K ﹤0.01%
21,786
+1,070
1928
$542K ﹤0.01%
19,864
+9,588
1929
$542K ﹤0.01%
6,248
-936
1930
$542K ﹤0.01%
12,591
-787
1931
$541K ﹤0.01%
15,357
+78
1932
$539K ﹤0.01%
14,234
+137
1933
$539K ﹤0.01%
19,167
+7,086
1934
$537K ﹤0.01%
22,254
+3,200
1935
$536K ﹤0.01%
5,869
-245
1936
$534K ﹤0.01%
35,938
+7,681
1937
$533K ﹤0.01%
27,849
+11,512
1938
$533K ﹤0.01%
9,812
+1,056
1939
$532K ﹤0.01%
73,113
-2,197
1940
$532K ﹤0.01%
+30,949
1941
$532K ﹤0.01%
8,340
+204
1942
$532K ﹤0.01%
27,358
-1,987
1943
$530K ﹤0.01%
40,546
-869
1944
$529K ﹤0.01%
17,147
-42
1945
$528K ﹤0.01%
25,498
-5,981
1946
$527K ﹤0.01%
10,118
+2,563
1947
$526K ﹤0.01%
54,194
+593
1948
$523K ﹤0.01%
5,558
-895
1949
$523K ﹤0.01%
26,590
-5,849
1950
$521K ﹤0.01%
9,025
-5,971
76 77
78
79 80