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
1951
$521K ﹤0.01%
9,819
-33,243
1952
$519K ﹤0.01%
7,779
-1,710
1953
$519K ﹤0.01%
9,893
-249
1954
$518K ﹤0.01%
19,518
+1,189
1955
$518K ﹤0.01%
26,200
-950
1956
$518K ﹤0.01%
5,689
+1,161
1957
$517K ﹤0.01%
24,470
+1,002
1958
$515K ﹤0.01%
25,327
+640
1959
$514K ﹤0.01%
16,535
1960
$514K ﹤0.01%
53,066
-6,715
1961
$511K ﹤0.01%
10,288
+288
1962
$511K ﹤0.01%
7,771
+4,061
1963
$511K ﹤0.01%
13,729
-974
1964
$510K ﹤0.01%
75,871
-1,526
1965
$509K ﹤0.01%
+23,572
1966
$509K ﹤0.01%
10,653
-659
1967
$508K ﹤0.01%
22,289
-3,478
1968
$508K ﹤0.01%
33,465
-837
1969
$507K ﹤0.01%
39,251
-2,701
1970
$506K ﹤0.01%
13,094
+3,352
1971
$506K ﹤0.01%
32,650
1972
$506K ﹤0.01%
5,050
-1,565
1973
$504K ﹤0.01%
64,968
+34,834
1974
$502K ﹤0.01%
4,541
-708
1975
$501K ﹤0.01%
5,129
+93
77 78
79
80 81