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
2626
$455K ﹤0.01%
8,425
+2,000
2627
$454K ﹤0.01%
10,310
-684
2628
$452K ﹤0.01%
+1,164
2629
$451K ﹤0.01%
40,743
+1,703
2630
$450K ﹤0.01%
22,605
-2,420
2631
$450K ﹤0.01%
17,845
-976
2632
$450K ﹤0.01%
8,334
-147
2633
$449K ﹤0.01%
17,981
+2,150
2634
$449K ﹤0.01%
+2,835
2635
$446K ﹤0.01%
2,232
+253
2636
$445K ﹤0.01%
17,246
+516
2637
$445K ﹤0.01%
33,515
+9,650
2638
$445K ﹤0.01%
3,395
+120
2639
$443K ﹤0.01%
29,025
-5,266
2640
$442K ﹤0.01%
13,057
-2,759
2641
$442K ﹤0.01%
+3,337
2642
$441K ﹤0.01%
16,289
+440
2643
$440K ﹤0.01%
14,612
+1,595
2644
$440K ﹤0.01%
13,891
-399
2645
$439K ﹤0.01%
13,640
-15
2646
$439K ﹤0.01%
7,781
2647
$437K ﹤0.01%
8,247
-716
2648
$436K ﹤0.01%
5,455
+1,733
2649
$436K ﹤0.01%
10,542
+1,445
2650
$435K ﹤0.01%
8,374
-21
104 105
106
107 108