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
2226
$316K ﹤0.01%
10,620
2227
$316K ﹤0.01%
24,109
+202
2228
$316K ﹤0.01%
+25,636
2229
$315K ﹤0.01%
12,579
+372
2230
$315K ﹤0.01%
11,458
+550
2231
$311K ﹤0.01%
30,423
+2,841
2232
$310K ﹤0.01%
10,319
-1,530
2233
$310K ﹤0.01%
+10,964
2234
$310K ﹤0.01%
5,582
+68
2235
$309K ﹤0.01%
5,875
+1,968
2236
$309K ﹤0.01%
3,516
+1,167
2237
$308K ﹤0.01%
7,811
-145,371
2238
$308K ﹤0.01%
31,712
-1,019
2239
$306K ﹤0.01%
+18,515
2240
$306K ﹤0.01%
30,687
+1,860
2241
$304K ﹤0.01%
9,724
-1,118
2242
$304K ﹤0.01%
31,087
-220
2243
$304K ﹤0.01%
14,400
2244
$303K ﹤0.01%
7,499
+691
2245
$302K ﹤0.01%
13,255
+762
2246
$302K ﹤0.01%
15,855
+484
2247
$302K ﹤0.01%
20,135
+1,645
2248
$301K ﹤0.01%
23,300
2249
$300K ﹤0.01%
6,275
+2,050
2250
$299K ﹤0.01%
4,478
-423
88 89
90
91 92