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
2576
$507K ﹤0.01%
23,132
+12,132
2577
$505K ﹤0.01%
13,784
+774
2578
$505K ﹤0.01%
152,893
+19,920
2579
$504K ﹤0.01%
+59,202
2580
$504K ﹤0.01%
44,562
-2,326
2581
$504K ﹤0.01%
12,658
+74
2582
$504K ﹤0.01%
8,200
-33,928
2583
$504K ﹤0.01%
13,157
-486
2584
$503K ﹤0.01%
27,344
-2,506
2585
$503K ﹤0.01%
21,938
+402
2586
$501K ﹤0.01%
7,165
+2,847
2587
$500K ﹤0.01%
20,931
+717
2588
$497K ﹤0.01%
6,006
+2,718
2589
$494K ﹤0.01%
14,884
2590
$493K ﹤0.01%
23,288
+4,548
2591
$491K ﹤0.01%
4,670
-200
2592
$490K ﹤0.01%
28,735
2593
$490K ﹤0.01%
9,396
-23,609
2594
$489K ﹤0.01%
50,087
-25,988
2595
$487K ﹤0.01%
8,246
+2,171
2596
$485K ﹤0.01%
3,333
-4,378
2597
$484K ﹤0.01%
22,906
-535
2598
$484K ﹤0.01%
40,367
+219
2599
$483K ﹤0.01%
30,609
+9,808
2600
$483K ﹤0.01%
13,792
+127
102 103
104
105 106