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
$73.3B
AUM Growth
-$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,584
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$101M
3
+$94.6M
4
CLX icon
Clorox
CLX
+$92.1M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$82.8M

Top Sells

1
+$355M
2
+$163M
3
+$111M
4
UPS icon
United Parcel Service
UPS
+$90M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$81.4M

Sector Composition

1 Technology 17.23%
2 Healthcare 11.66%
3 Financials 9.32%
4 Industrials 9.17%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61.5M 0.08%
2,017,966
-657,838
227
$60.7M 0.08%
1,356,152
+124,553
228
$60.6M 0.08%
327,725
+2,195
229
$60.3M 0.08%
212,390
+4,287
230
$60.2M 0.08%
184,991
+13,062
231
$59.3M 0.08%
321,203
+2,565
232
$58.9M 0.08%
447,458
+25,785
233
$58.3M 0.08%
445,221
+13,009
234
$58.2M 0.08%
271,579
-38,783
235
$58.2M 0.08%
732,492
+74,303
236
$58.2M 0.08%
530,508
+85,402
237
$57.7M 0.08%
691,008
-6,136
238
$57.4M 0.08%
448,872
+23,580
239
$57.2M 0.08%
1,168,273
+191,503
240
$56.8M 0.08%
47,782
+39,427
241
$56.2M 0.08%
1,485,087
+272,953
242
$55.9M 0.08%
702,481
+81,928
243
$55.7M 0.08%
1,959,910
+255,743
244
$55.6M 0.08%
679,237
-137,239
245
$55.6M 0.08%
422,211
+24,914
246
$54.7M 0.07%
545,872
-31,542
247
$53.8M 0.07%
794,565
+74,174
248
$53.8M 0.07%
233,435
+55,849
249
$53.8M 0.07%
500,298
+58,245
250
$53.3M 0.07%
1,684,650
+77,500
8 9
10
11 12