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
2026
$452K ﹤0.01%
5,935
+192
2027
$452K ﹤0.01%
7,160
+125
2028
$450K ﹤0.01%
66,925
+935
2029
$450K ﹤0.01%
+7,560
2030
$450K ﹤0.01%
29,347
+2,661
2031
$448K ﹤0.01%
14,775
+100
2032
$448K ﹤0.01%
7,816
+1,221
2033
$448K ﹤0.01%
15,081
+1,863
2034
$447K ﹤0.01%
14,268
-2,481
2035
$446K ﹤0.01%
38,200
-2,400
2036
$443K ﹤0.01%
29,476
+8,824
2037
$442K ﹤0.01%
10,799
+2,545
2038
$441K ﹤0.01%
5,048
+680
2039
$440K ﹤0.01%
43,965
-64,615
2040
$440K ﹤0.01%
22,858
-288
2041
$439K ﹤0.01%
14,258
-100
2042
$439K ﹤0.01%
9,131
2043
$439K ﹤0.01%
42,869
+15,727
2044
$436K ﹤0.01%
7,480
+2,908
2045
$435K ﹤0.01%
7,236
+3,383
2046
$434K ﹤0.01%
+38,305
2047
$434K ﹤0.01%
24,899
+3,526
2048
$434K ﹤0.01%
+80,000
2049
$433K ﹤0.01%
12,990
+5,310
2050
$433K ﹤0.01%
9,950
+1,100
80 81
82
83 84