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
2426
$217K ﹤0.01%
4,037
-1,901
2427
$217K ﹤0.01%
+8,249
2428
$216K ﹤0.01%
+10,086
2429
$215K ﹤0.01%
18,525
+2,691
2430
$215K ﹤0.01%
+3,666
2431
$215K ﹤0.01%
+16,628
2432
$215K ﹤0.01%
18,873
-4,181
2433
$214K ﹤0.01%
2,591
+625
2434
$214K ﹤0.01%
6,110
-161
2435
$214K ﹤0.01%
47,203
+36,933
2436
$213K ﹤0.01%
+12,697
2437
$213K ﹤0.01%
32,200
-1,020
2438
$213K ﹤0.01%
+6,114
2439
$212K ﹤0.01%
5,747
+7
2440
$212K ﹤0.01%
12,700
2441
$211K ﹤0.01%
6,637
-1,088
2442
$210K ﹤0.01%
3,954
-3,646
2443
$210K ﹤0.01%
7,971
-5
2444
$210K ﹤0.01%
+12,258
2445
$210K ﹤0.01%
+6,315
2446
$209K ﹤0.01%
7,983
+122
2447
$209K ﹤0.01%
4,536
-366
2448
$206K ﹤0.01%
32,783
2449
$206K ﹤0.01%
12,545
-282
2450
$206K ﹤0.01%
4,631
-365
96 97
98
99 100