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
251
$52.4M 0.07%
444,776
+71,181
252
$52.3M 0.07%
743,657
+149,157
253
$52.3M 0.07%
126,415
-1,348
254
$52M 0.07%
995,615
+41,088
255
$50.9M 0.07%
1,072,660
-22,435
256
$50.6M 0.07%
507,666
+62,206
257
$50.3M 0.07%
917,421
+14,290
258
$50.1M 0.07%
175,791
-3,293
259
$49.8M 0.07%
1,097,921
+28,636
260
$49.6M 0.07%
329,568
+201,840
261
$49.2M 0.07%
489,950
+55,586
262
$48.1M 0.07%
558,845
-38,803
263
$47.6M 0.07%
187,137
+1,958
264
$47.3M 0.06%
714,873
-229,063
265
$46.8M 0.06%
1,311,389
-147,882
266
$46.3M 0.06%
1,076,428
-211,584
267
$46.1M 0.06%
235,684
+94,795
268
$45.3M 0.06%
365,943
+2,850
269
$45.1M 0.06%
127,172
-10,163
270
$45.1M 0.06%
537,599
+35,763
271
$44.4M 0.06%
485,956
+327,719
272
$44.1M 0.06%
2,330,130
+140,581
273
$43.9M 0.06%
553,340
+26,008
274
$43.6M 0.06%
132,110
+8,706
275
$43.6M 0.06%
851,760
+121,616
9 10
11
12 13