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
2126
$368K ﹤0.01%
2,480
-329
2127
$367K ﹤0.01%
20,909
-2,495
2128
$365K ﹤0.01%
36,106
-7,207
2129
$365K ﹤0.01%
9,943
-18,461
2130
$362K ﹤0.01%
6,164
-12,189
2131
$362K ﹤0.01%
7,721
+17
2132
$362K ﹤0.01%
12,861
-1,398
2133
$362K ﹤0.01%
7,908
+987
2134
$362K ﹤0.01%
5,888
-158
2135
$362K ﹤0.01%
18,797
+5,770
2136
$361K ﹤0.01%
16,329
+1,511
2137
$361K ﹤0.01%
16,000
2138
$361K ﹤0.01%
40,121
+10,121
2139
$360K ﹤0.01%
12,036
+3,882
2140
$360K ﹤0.01%
11,040
-7,950
2141
$360K ﹤0.01%
13,585
2142
$360K ﹤0.01%
40,269
2143
$360K ﹤0.01%
12,075
-3,029
2144
$359K ﹤0.01%
9,977
+2,075
2145
$359K ﹤0.01%
7,355
+823
2146
$358K ﹤0.01%
+33,204
2147
$358K ﹤0.01%
12,097
+4,222
2148
$357K ﹤0.01%
8,050
-1,062
2149
$357K ﹤0.01%
20,292
-6,892
2150
$357K ﹤0.01%
+24,450
84 85
86
87 88