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 9.33%
4 Industrials 9.17%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$344K ﹤0.01%
29,884
-1,013
2802
$342K ﹤0.01%
2,006
-8,243
2803
$342K ﹤0.01%
20,195
+1,434
2804
$340K ﹤0.01%
12,651
-84,596
2805
$339K ﹤0.01%
20,436
-1,497
2806
$338K ﹤0.01%
19,875
-14,639
2807
$337K ﹤0.01%
24,730
+7,073
2808
$337K ﹤0.01%
16,795
+1,910
2809
$336K ﹤0.01%
6,348
-1,825
2810
$335K ﹤0.01%
5,048
+168
2811
$334K ﹤0.01%
17,828
-2,826
2812
$332K ﹤0.01%
10,867
-617
2813
$332K ﹤0.01%
+8,002
2814
$332K ﹤0.01%
25,738
+3
2815
$332K ﹤0.01%
3,535
+569
2816
$331K ﹤0.01%
9,930
-163
2817
$331K ﹤0.01%
6,126
-240
2818
$331K ﹤0.01%
1,213
-200
2819
$330K ﹤0.01%
3,504
-981
2820
$330K ﹤0.01%
+22,322
2821
$330K ﹤0.01%
40,292
-6,823
2822
$329K ﹤0.01%
18,680
+4,550
2823
$329K ﹤0.01%
31,275
+1,066
2824
$329K ﹤0.01%
8,420
-3,621
2825
$329K ﹤0.01%
24,896
+1,330
111 112
113
114 115