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
2176
$340K ﹤0.01%
10,935
+115
2177
$339K ﹤0.01%
18,900
-6,890
2178
$339K ﹤0.01%
+2,440
2179
$338K ﹤0.01%
6,133
+2,398
2180
$338K ﹤0.01%
15,526
+247
2181
$338K ﹤0.01%
9,882
+136
2182
$337K ﹤0.01%
21,105
+929
2183
$337K ﹤0.01%
14,888
+188
2184
$337K ﹤0.01%
5,945
+343
2185
$337K ﹤0.01%
19,732
-2,625
2186
$336K ﹤0.01%
23,032
+7,810
2187
$336K ﹤0.01%
4,900
+500
2188
$336K ﹤0.01%
13,371
-341
2189
$336K ﹤0.01%
7,304
+88
2190
$336K ﹤0.01%
+6,750
2191
$335K ﹤0.01%
5,106
-5,528
2192
$335K ﹤0.01%
22,238
-2,352
2193
$335K ﹤0.01%
9,456
-628
2194
$334K ﹤0.01%
24,357
-585
2195
$334K ﹤0.01%
3,849
-142
2196
$334K ﹤0.01%
20,674
+2,843
2197
$333K ﹤0.01%
15,733
+2,034
2198
$333K ﹤0.01%
12,906
+3,255
2199
$332K ﹤0.01%
17,166
+4,377
2200
$332K ﹤0.01%
6,490
86 87
88
89 90