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
2776
$352K ﹤0.01%
+18,285
2777
$352K ﹤0.01%
3,370
+30
2778
$351K ﹤0.01%
5,467
-3,394
2779
$351K ﹤0.01%
6,620
+420
2780
$350K ﹤0.01%
4,222
-133
2781
$349K ﹤0.01%
6,600
2782
$348K ﹤0.01%
6,250
-1,940
2783
$348K ﹤0.01%
4,953
-4,632
2784
$347K ﹤0.01%
15,830
+29
2785
$347K ﹤0.01%
+13,117
2786
$347K ﹤0.01%
6,011
2787
$347K ﹤0.01%
10,584
+994
2788
$346K ﹤0.01%
1,290
+461
2789
$346K ﹤0.01%
6,068
+14
2790
$346K ﹤0.01%
6,661
-66
2791
$346K ﹤0.01%
21,518
-567
2792
$345K ﹤0.01%
19,860
+7,871
2793
$345K ﹤0.01%
9,985
-19,325
2794
$345K ﹤0.01%
23,294
+9,719
2795
$345K ﹤0.01%
47,250
+7,600
2796
$345K ﹤0.01%
11,737
-2,399
2797
$345K ﹤0.01%
6,619
+155
2798
$344K ﹤0.01%
1,645
-105
2799
$344K ﹤0.01%
29,884
-1,013
2800
$344K ﹤0.01%
31,592
-315
110 111
112
113 114