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
2301
$270K ﹤0.01%
4,464
-1
2302
$270K ﹤0.01%
1,379
-498
2303
$269K ﹤0.01%
5,183
-11,264
2304
$269K ﹤0.01%
18,740
2305
$268K ﹤0.01%
9,703
+150
2306
$268K ﹤0.01%
2,626
+295
2307
$268K ﹤0.01%
3,335
-646
2308
$267K ﹤0.01%
+5,095
2309
$267K ﹤0.01%
2,707
+402
2310
$267K ﹤0.01%
1,845
-6,749
2311
$267K ﹤0.01%
4,689
-55
2312
$266K ﹤0.01%
+11,936
2313
$265K ﹤0.01%
+17,309
2314
$264K ﹤0.01%
+8,116
2315
$264K ﹤0.01%
10,260
-255
2316
$264K ﹤0.01%
30,151
-403
2317
$263K ﹤0.01%
5,500
-120
2318
$262K ﹤0.01%
+3,738
2319
$262K ﹤0.01%
13,553
-200
2320
$262K ﹤0.01%
18,335
+7,944
2321
$261K ﹤0.01%
9,002
+2,425
2322
$261K ﹤0.01%
15,296
+2,313
2323
$260K ﹤0.01%
24,530
-2,428
2324
$259K ﹤0.01%
3,649
+563
2325
$259K ﹤0.01%
+19,354
91 92
93
94 95