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
2001
$474K ﹤0.01%
51,776
-300
2002
$473K ﹤0.01%
17,813
-273
2003
$472K ﹤0.01%
13,038
2004
$471K ﹤0.01%
+8,963
2005
$470K ﹤0.01%
5,333
-615
2006
$470K ﹤0.01%
15,814
-46,347
2007
$468K ﹤0.01%
13,012
-428
2008
$468K ﹤0.01%
+11,766
2009
$468K ﹤0.01%
13,736
+4,908
2010
$468K ﹤0.01%
7,805
-454
2011
$467K ﹤0.01%
18,056
2012
$466K ﹤0.01%
28,480
-454
2013
$466K ﹤0.01%
51,892
+16,055
2014
$465K ﹤0.01%
+20,483
2015
$463K ﹤0.01%
10,645
+505
2016
$463K ﹤0.01%
+16,790
2017
$462K ﹤0.01%
7,882
-929
2018
$462K ﹤0.01%
2,906
+251
2019
$461K ﹤0.01%
+12,358
2020
$459K ﹤0.01%
25,298
+4,438
2021
$457K ﹤0.01%
48,543
+33,100
2022
$456K ﹤0.01%
18,856
+180
2023
$456K ﹤0.01%
34,081
-350
2024
$455K ﹤0.01%
46,679
-2,416
2025
$453K ﹤0.01%
4,226
+53
79 80
81
82 83