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
2451
$205K ﹤0.01%
2,706
+4
2452
$204K ﹤0.01%
14,532
2453
$203K ﹤0.01%
+2,728
2454
$203K ﹤0.01%
7,919
-186
2455
$202K ﹤0.01%
11,266
+1,266
2456
$202K ﹤0.01%
27,063
2457
$201K ﹤0.01%
7,210
-14,597
2458
$201K ﹤0.01%
15,930
+1,000
2459
$201K ﹤0.01%
+3,191
2460
$201K ﹤0.01%
+6,857
2461
$201K ﹤0.01%
+8,812
2462
$200K ﹤0.01%
6,567
-2,796
2463
$200K ﹤0.01%
10,800
2464
$197K ﹤0.01%
14,708
+1,000
2465
$196K ﹤0.01%
+12,982
2466
$196K ﹤0.01%
13,678
-382
2467
$196K ﹤0.01%
76,079
-4,394
2468
$195K ﹤0.01%
22,284
-843
2469
$195K ﹤0.01%
17,812
+166
2470
$194K ﹤0.01%
11,569
-415
2471
$193K ﹤0.01%
37,879
-1,177
2472
$193K ﹤0.01%
13,842
-402
2473
$192K ﹤0.01%
16,592
+1,000
2474
$192K ﹤0.01%
+13,992
2475
$190K ﹤0.01%
11,000
97 98
99
100 101