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
2276
$286K ﹤0.01%
3,832
+401
2277
$285K ﹤0.01%
9,352
-12,952
2278
$285K ﹤0.01%
22,781
-7,114
2279
$285K ﹤0.01%
14,374
+4,730
2280
$284K ﹤0.01%
22,974
-4,125
2281
$283K ﹤0.01%
4,316
-1,802
2282
$282K ﹤0.01%
24,953
+10,696
2283
$281K ﹤0.01%
9,050
+3,880
2284
$279K ﹤0.01%
6,041
+1,335
2285
$279K ﹤0.01%
8,019
+441
2286
$278K ﹤0.01%
3,402
-181
2287
$277K ﹤0.01%
+13,291
2288
$276K ﹤0.01%
8,442
-510
2289
$276K ﹤0.01%
+108
2290
$275K ﹤0.01%
41,827
-800
2291
$274K ﹤0.01%
2,980
-213
2292
$274K ﹤0.01%
7,992
+1,389
2293
$274K ﹤0.01%
+11,578
2294
$273K ﹤0.01%
4,660
-200
2295
$273K ﹤0.01%
18,875
-11,635
2296
$273K ﹤0.01%
14,212
+442
2297
$272K ﹤0.01%
4,878
-726
2298
$271K ﹤0.01%
3,381
-4,880
2299
$270K ﹤0.01%
+6,840
2300
$270K ﹤0.01%
14,142
90 91
92
93 94