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
2201
$332K ﹤0.01%
4,698
-382
2202
$332K ﹤0.01%
8,496
-591
2203
$331K ﹤0.01%
4,340
+698
2204
$331K ﹤0.01%
28,244
+3,150
2205
$330K ﹤0.01%
+932
2206
$330K ﹤0.01%
28,900
-2,300
2207
$329K ﹤0.01%
18,000
-2,000
2208
$329K ﹤0.01%
26,601
+1,760
2209
$328K ﹤0.01%
9,733
+4,337
2210
$328K ﹤0.01%
21,666
-723
2211
$327K ﹤0.01%
17,850
-1,900
2212
$327K ﹤0.01%
15,937
+6,212
2213
$327K ﹤0.01%
8,215
-843
2214
$327K ﹤0.01%
3,960
-1,460
2215
$324K ﹤0.01%
37,628
+2,916
2216
$323K ﹤0.01%
4,939
+1,064
2217
$322K ﹤0.01%
30,479
+6,419
2218
$322K ﹤0.01%
+12,317
2219
$322K ﹤0.01%
+4,042
2220
$322K ﹤0.01%
40,705
+2,750
2221
$321K ﹤0.01%
8,963
+1,113
2222
$321K ﹤0.01%
7,370
+648
2223
$321K ﹤0.01%
13,783
+2,347
2224
$319K ﹤0.01%
16,219
-2,543
2225
$319K ﹤0.01%
57,536
+43,981
87 88
89
90 91