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
2526
$549K ﹤0.01%
13,290
-150
2527
$548K ﹤0.01%
14,808
-55,233
2528
$547K ﹤0.01%
8,532
-27,728
2529
$544K ﹤0.01%
17,324
+3,824
2530
$543K ﹤0.01%
+33,448
2531
$543K ﹤0.01%
36,475
+5,331
2532
$542K ﹤0.01%
13,549
+1,212
2533
$541K ﹤0.01%
14,805
+150
2534
$540K ﹤0.01%
21,187
2535
$539K ﹤0.01%
52,143
-3,513
2536
$534K ﹤0.01%
2,933
-844
2537
$533K ﹤0.01%
45,818
-295
2538
$533K ﹤0.01%
+48,270
2539
$533K ﹤0.01%
6,088
+396
2540
$533K ﹤0.01%
16,088
+1,472
2541
$530K ﹤0.01%
10,215
+2,177
2542
$530K ﹤0.01%
5,387
-171
2543
$530K ﹤0.01%
111,384
+4,962
2544
$528K ﹤0.01%
+6,422
2545
$527K ﹤0.01%
20,162
-13,144
2546
$527K ﹤0.01%
21,615
-297
2547
$527K ﹤0.01%
23,388
+2,232
2548
$526K ﹤0.01%
14,648
+3,214
2549
$523K ﹤0.01%
125,323
+37,543
2550
$523K ﹤0.01%
14,802
+693
100 101
102
103 104