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
2701
$400K ﹤0.01%
8,609
+127
2702
$400K ﹤0.01%
7,352
-708
2703
$399K ﹤0.01%
11,474
+3,917
2704
$395K ﹤0.01%
5,133
-1,754
2705
$395K ﹤0.01%
3,943
+1,234
2706
$394K ﹤0.01%
8,810
+2,653
2707
$394K ﹤0.01%
49,707
2708
$392K ﹤0.01%
25,510
+6,920
2709
$391K ﹤0.01%
4,630
+21
2710
$391K ﹤0.01%
32,475
-12,150
2711
$391K ﹤0.01%
+19,918
2712
$391K ﹤0.01%
50,740
-1,798
2713
$390K ﹤0.01%
17,777
+6,391
2714
$389K ﹤0.01%
+12,175
2715
$389K ﹤0.01%
23,935
-28,725
2716
$389K ﹤0.01%
17,500
2717
$389K ﹤0.01%
4,139
2718
$388K ﹤0.01%
7,681
2719
$387K ﹤0.01%
633
+38
2720
$386K ﹤0.01%
26,815
+6,752
2721
$385K ﹤0.01%
5,787
+160
2722
$385K ﹤0.01%
20,722
-3,851
2723
$385K ﹤0.01%
26,671
+9,679
2724
$385K ﹤0.01%
10,247
-113
2725
$385K ﹤0.01%
291,998
+5,739
107 108
109
110 111