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
2651
$435K ﹤0.01%
+16,031
2652
$434K ﹤0.01%
5,743
+2,267
2653
$434K ﹤0.01%
15,210
-8,163
2654
$434K ﹤0.01%
19,816
+2,466
2655
$433K ﹤0.01%
11,529
+3,962
2656
$432K ﹤0.01%
47,912
+9,812
2657
$432K ﹤0.01%
32,960
-12,412
2658
$429K ﹤0.01%
+7,140
2659
$429K ﹤0.01%
+8,423
2660
$428K ﹤0.01%
25,988
-1,201
2661
$424K ﹤0.01%
30,833
-400
2662
$422K ﹤0.01%
6,638
+167
2663
$421K ﹤0.01%
13,834
+115
2664
$420K ﹤0.01%
2,188
+572
2665
$420K ﹤0.01%
114,093
+5,721
2666
$420K ﹤0.01%
18,172
-275
2667
$419K ﹤0.01%
2,656
+16
2668
$419K ﹤0.01%
13,709
-25,743
2669
$419K ﹤0.01%
10,500
-55,500
2670
$419K ﹤0.01%
11,745
+5,950
2671
$418K ﹤0.01%
31,005
-4,304
2672
$417K ﹤0.01%
6,734
-1,528
2673
$416K ﹤0.01%
6,483
+269
2674
$416K ﹤0.01%
21,065
-4,475
2675
$414K ﹤0.01%
25,441
-3,226
105 106
107
108 109