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
2601
$480K ﹤0.01%
+44,017
2602
$478K ﹤0.01%
5,096
-6,661
2603
$476K ﹤0.01%
40,347
-15,161
2604
$475K ﹤0.01%
5,804
-36
2605
$474K ﹤0.01%
34,437
+3,756
2606
$473K ﹤0.01%
64,593
+3,591
2607
$473K ﹤0.01%
30,032
+1,268
2608
$472K ﹤0.01%
33,567
-14,631
2609
$472K ﹤0.01%
108,164
+43,507
2610
$469K ﹤0.01%
32,728
-2,504
2611
$468K ﹤0.01%
5,280
-306
2612
$467K ﹤0.01%
46,837
-59,779
2613
$466K ﹤0.01%
9,832
-611
2614
$465K ﹤0.01%
9,364
+2,442
2615
$465K ﹤0.01%
41,115
+17,303
2616
$465K ﹤0.01%
9,175
+1,625
2617
$465K ﹤0.01%
11,375
+153
2618
$464K ﹤0.01%
26,709
2619
$461K ﹤0.01%
17,310
+1,646
2620
$460K ﹤0.01%
4,957
-2,324
2621
$459K ﹤0.01%
46,443
-3,427
2622
$459K ﹤0.01%
13,619
-381
2623
$459K ﹤0.01%
22,456
+3,572
2624
$459K ﹤0.01%
29,041
-672
2625
$457K ﹤0.01%
27,885
-548
103 104
105
106 107