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
2476
$593K ﹤0.01%
19,562
-42,133
2477
$592K ﹤0.01%
+21,536
2478
$591K ﹤0.01%
+25,030
2479
$591K ﹤0.01%
+10,853
2480
$591K ﹤0.01%
56,505
-9,891
2481
$590K ﹤0.01%
15,298
-1,221
2482
$590K ﹤0.01%
69,488
-6,959
2483
$589K ﹤0.01%
25,885
-46
2484
$589K ﹤0.01%
96,217
-3,350
2485
$589K ﹤0.01%
22,040
-275
2486
$586K ﹤0.01%
52,223
-2,000
2487
$586K ﹤0.01%
2,155
-944
2488
$584K ﹤0.01%
13,672
-12,390
2489
$583K ﹤0.01%
18,691
+3,589
2490
$581K ﹤0.01%
18,503
-107,034
2491
$577K ﹤0.01%
26,318
-1,046
2492
$577K ﹤0.01%
25,510
-5,310
2493
$575K ﹤0.01%
9,096
+101
2494
$574K ﹤0.01%
40,718
-15,449
2495
$573K ﹤0.01%
21,000
-8,125
2496
$572K ﹤0.01%
16,418
-2,582
2497
$571K ﹤0.01%
80,499
+5,364
2498
$570K ﹤0.01%
45,323
-102,493
2499
$570K ﹤0.01%
7,642
-312
2500
$569K ﹤0.01%
45,202
-10,019
98 99
100
101 102