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
2326
$258K ﹤0.01%
3,352
+666
2327
$258K ﹤0.01%
+13,073
2328
$258K ﹤0.01%
+12,731
2329
$258K ﹤0.01%
+10,228
2330
$258K ﹤0.01%
+12,580
2331
$257K ﹤0.01%
5,949
-1,174
2332
$257K ﹤0.01%
13,750
-2,688
2333
$257K ﹤0.01%
8,547
+3,104
2334
$256K ﹤0.01%
20,042
+6,403
2335
$255K ﹤0.01%
8,254
+1,180
2336
$254K ﹤0.01%
20,612
-2,039
2337
$254K ﹤0.01%
+3,831
2338
$254K ﹤0.01%
+11,226
2339
$253K ﹤0.01%
+14,993
2340
$253K ﹤0.01%
11,676
-4,904
2341
$253K ﹤0.01%
+10,315
2342
$253K ﹤0.01%
6,919
-4,373
2343
$252K ﹤0.01%
5,183
-22,831
2344
$252K ﹤0.01%
2,162
2345
$251K ﹤0.01%
15,528
-1,716
2346
$251K ﹤0.01%
2,376
+126
2347
$251K ﹤0.01%
3,973
-441
2348
$249K ﹤0.01%
5,148
2349
$249K ﹤0.01%
18,824
+7,174
2350
$249K ﹤0.01%
12,812
+341
92 93
94
95 96