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
2251
$299K ﹤0.01%
9,868
-7,833
2252
$299K ﹤0.01%
1,457
+196
2253
$298K ﹤0.01%
5,070
-10,086
2254
$298K ﹤0.01%
11,382
+1,986
2255
$298K ﹤0.01%
6,975
-13,269
2256
$298K ﹤0.01%
6,742
-1,515
2257
$298K ﹤0.01%
10,930
+730
2258
$297K ﹤0.01%
2,451
+201
2259
$297K ﹤0.01%
+23,000
2260
$297K ﹤0.01%
42,708
+15,941
2261
$295K ﹤0.01%
6,387
-1,191
2262
$295K ﹤0.01%
61,955
-350
2263
$295K ﹤0.01%
7,787
+25
2264
$294K ﹤0.01%
5,586
-124
2265
$293K ﹤0.01%
17,342
+5,617
2266
$293K ﹤0.01%
15,639
-1,881
2267
$293K ﹤0.01%
+13,150
2268
$293K ﹤0.01%
11,974
+3,236
2269
$292K ﹤0.01%
+26,202
2270
$290K ﹤0.01%
+5,100
2271
$290K ﹤0.01%
17,652
+1,965
2272
$290K ﹤0.01%
+13,977
2273
$289K ﹤0.01%
7,457
-155
2274
$289K ﹤0.01%
11,686
+504
2275
$287K ﹤0.01%
6,529
-25,281
89 90
91
92 93