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
2151
$357K ﹤0.01%
38,435
+185
2152
$357K ﹤0.01%
9,567
-16,273
2153
$357K ﹤0.01%
+11,159
2154
$356K ﹤0.01%
3,531
+1,085
2155
$355K ﹤0.01%
95,253
+4,219
2156
$355K ﹤0.01%
15,714
-171
2157
$355K ﹤0.01%
22,790
-1,322
2158
$354K ﹤0.01%
10,540
2159
$354K ﹤0.01%
+9,381
2160
$352K ﹤0.01%
12,301
-1,363
2161
$352K ﹤0.01%
167,100
-33,009
2162
$351K ﹤0.01%
31,483
+20,673
2163
$351K ﹤0.01%
6,390
+1,980
2164
$350K ﹤0.01%
22,497
-59,751
2165
$348K ﹤0.01%
6,360
+1,977
2166
$348K ﹤0.01%
35,203
-23,929
2167
$347K ﹤0.01%
781
-304
2168
$345K ﹤0.01%
31,714
-10,769
2169
$343K ﹤0.01%
6,990
-4,635
2170
$343K ﹤0.01%
8,286
-1,302
2171
$343K ﹤0.01%
+524
2172
$341K ﹤0.01%
2,780
+143
2173
$341K ﹤0.01%
+7,469
2174
$340K ﹤0.01%
+16,652
2175
$340K ﹤0.01%
27,148
+10
85 86
87
88 89