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
2726
$384K ﹤0.01%
43,597
+8,752
2727
$383K ﹤0.01%
39,325
+504
2728
$383K ﹤0.01%
34,048
+1,857
2729
$382K ﹤0.01%
10,562
2730
$381K ﹤0.01%
22,819
+8,754
2731
$381K ﹤0.01%
25,023
+470
2732
$380K ﹤0.01%
17,300
-5,894
2733
$379K ﹤0.01%
16,648
-3,757
2734
$378K ﹤0.01%
7,475
-2,818
2735
$377K ﹤0.01%
44,557
2736
$376K ﹤0.01%
41,745
+20,536
2737
$376K ﹤0.01%
11,200
2738
$376K ﹤0.01%
8,649
+171
2739
$374K ﹤0.01%
4,901
+1,085
2740
$374K ﹤0.01%
55,300
+41,550
2741
$374K ﹤0.01%
52,220
+35,072
2742
$373K ﹤0.01%
8,724
+826
2743
$372K ﹤0.01%
+17,961
2744
$372K ﹤0.01%
26,151
-54
2745
$371K ﹤0.01%
39,196
-1,500
2746
$370K ﹤0.01%
19,990
-96
2747
$369K ﹤0.01%
10,818
-1,937
2748
$369K ﹤0.01%
30,287
+851
2749
$367K ﹤0.01%
102,958
+1,316
2750
$367K ﹤0.01%
16,351
+854
108 109
110
111 112