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
1976
$500K ﹤0.01%
19,766
+3,033
1977
$500K ﹤0.01%
4,314
-636
1978
$499K ﹤0.01%
+19,932
1979
$499K ﹤0.01%
23,868
+10,976
1980
$499K ﹤0.01%
18,913
+2,116
1981
$499K ﹤0.01%
23,144
+1,688
1982
$498K ﹤0.01%
12,240
+234
1983
$493K ﹤0.01%
+175
1984
$491K ﹤0.01%
15,315
-3,275
1985
$491K ﹤0.01%
42,447
+1,156
1986
$491K ﹤0.01%
19,435
-1,860
1987
$490K ﹤0.01%
+22,585
1988
$489K ﹤0.01%
11,890
+886
1989
$486K ﹤0.01%
8,838
-1,821
1990
$486K ﹤0.01%
19,879
+625
1991
$484K ﹤0.01%
17,400
1992
$484K ﹤0.01%
53,545
-62,356
1993
$483K ﹤0.01%
10,285
+750
1994
$480K ﹤0.01%
9,264
-31,267
1995
$480K ﹤0.01%
20,000
+5,000
1996
$480K ﹤0.01%
79,961
+4,300
1997
$477K ﹤0.01%
6,810
+7
1998
$477K ﹤0.01%
+23,447
1999
$477K ﹤0.01%
9,386
+1,888
2000
$474K ﹤0.01%
22,327
+11,606
78 79
80
81 82