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
2376
$239K ﹤0.01%
+25,600
2377
$238K ﹤0.01%
22,405
+8,923
2378
$238K ﹤0.01%
12,440
-11,736
2379
$238K ﹤0.01%
+13,000
2380
$238K ﹤0.01%
+13,482
2381
$237K ﹤0.01%
8,787
-136
2382
$236K ﹤0.01%
9,429
2383
$235K ﹤0.01%
13,568
-54,256
2384
$235K ﹤0.01%
7,807
-1,801
2385
$234K ﹤0.01%
3,012
-9,163
2386
$233K ﹤0.01%
5,326
+225
2387
$233K ﹤0.01%
2,485
+156
2388
$233K ﹤0.01%
7,703
-54
2389
$233K ﹤0.01%
1,900
+434
2390
$233K ﹤0.01%
+2,470
2391
$231K ﹤0.01%
5,977
-2,273
2392
$230K ﹤0.01%
2,742
-2,348
2393
$230K ﹤0.01%
5,210
-550
2394
$229K ﹤0.01%
3,615
-294
2395
$229K ﹤0.01%
+9,501
2396
$228K ﹤0.01%
+15,656
2397
$228K ﹤0.01%
13,508
+1,282
2398
$227K ﹤0.01%
18,709
+3,864
2399
$227K ﹤0.01%
+19,642
2400
$226K ﹤0.01%
5,700
-7,001
94 95
96
97 98