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
2501
$569K ﹤0.01%
+13,868
2502
$569K ﹤0.01%
19,884
-9,722
2503
$568K ﹤0.01%
12,222
+2,499
2504
$568K ﹤0.01%
22,156
-393
2505
$567K ﹤0.01%
47,749
-47,665
2506
$566K ﹤0.01%
+33,763
2507
$566K ﹤0.01%
8,763
+5,472
2508
$566K ﹤0.01%
41,900
+1,850
2509
$566K ﹤0.01%
28,887
+1,447
2510
$566K ﹤0.01%
11,679
+1,243
2511
$565K ﹤0.01%
12,410
+878
2512
$562K ﹤0.01%
14,262
+375
2513
$561K ﹤0.01%
20,475
-5,685
2514
$561K ﹤0.01%
4,270
2515
$559K ﹤0.01%
81,628
-3,017
2516
$558K ﹤0.01%
22,538
+7,486
2517
$558K ﹤0.01%
63,000
-15,900
2518
$557K ﹤0.01%
71,652
+1,855
2519
$557K ﹤0.01%
6,339
-8,998
2520
$554K ﹤0.01%
7,991
-9,971
2521
$553K ﹤0.01%
+3,428
2522
$553K ﹤0.01%
34,076
+2,101
2523
$552K ﹤0.01%
12,843
-41,559
2524
$550K ﹤0.01%
+21,604
2525
$549K ﹤0.01%
22,386
+1,258
99 100
101
102 103