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
2551
$523K ﹤0.01%
23,840
+7,038
2552
$523K ﹤0.01%
14,725
+759
2553
$523K ﹤0.01%
74,800
+34,800
2554
$522K ﹤0.01%
13,718
+5,414
2555
$521K ﹤0.01%
8,979
+96
2556
$521K ﹤0.01%
8,796
+1,009
2557
$521K ﹤0.01%
13,051
-431
2558
$519K ﹤0.01%
11,300
-168
2559
$518K ﹤0.01%
13,994
+157
2560
$518K ﹤0.01%
9,325
+2,006
2561
$518K ﹤0.01%
32,942
+8,532
2562
$518K ﹤0.01%
6,430
-394
2563
$517K ﹤0.01%
112,927
+3,840
2564
$517K ﹤0.01%
27,437
-35,942
2565
$516K ﹤0.01%
+15,631
2566
$516K ﹤0.01%
21,663
-162
2567
$515K ﹤0.01%
2,652
-77
2568
$514K ﹤0.01%
+11,736
2569
$514K ﹤0.01%
16,865
+6,234
2570
$514K ﹤0.01%
+10,723
2571
$513K ﹤0.01%
+38,285
2572
$510K ﹤0.01%
13,443
-149
2573
$509K ﹤0.01%
3,415
+1,598
2574
$508K ﹤0.01%
16,719
-4,107
2575
$508K ﹤0.01%
12,899
+5,399
101 102
103
104 105