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
2676
$414K ﹤0.01%
16,202
-13,506
2677
$413K ﹤0.01%
+79,987
2678
$412K ﹤0.01%
8,077
-2
2679
$412K ﹤0.01%
9,329
+1,103
2680
$412K ﹤0.01%
3,246
-700
2681
$411K ﹤0.01%
30,425
+8,608
2682
$410K ﹤0.01%
34,561
+2,289
2683
$410K ﹤0.01%
8,388
+119
2684
$410K ﹤0.01%
13,356
-6,048
2685
$409K ﹤0.01%
19,480
2686
$409K ﹤0.01%
34,167
-2,063
2687
$408K ﹤0.01%
8,816
-313
2688
$408K ﹤0.01%
9,986
+478
2689
$406K ﹤0.01%
3,699
+158
2690
$405K ﹤0.01%
262
-13
2691
$405K ﹤0.01%
60,000
2692
$405K ﹤0.01%
28,229
-530
2693
$404K ﹤0.01%
6,657
+781
2694
$403K ﹤0.01%
31,352
-485
2695
$403K ﹤0.01%
3,533
-31
2696
$402K ﹤0.01%
7,116
+372
2697
$401K ﹤0.01%
15,601
+41
2698
$401K ﹤0.01%
+4,384
2699
$401K ﹤0.01%
27,047
+5,500
2700
$400K ﹤0.01%
+5,194
106 107
108
109 110