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
2826
$328K ﹤0.01%
37,728
+7,842
2827
$327K ﹤0.01%
+5,075
2828
$327K ﹤0.01%
7,142
+1,816
2829
$327K ﹤0.01%
8,900
-44,135
2830
$327K ﹤0.01%
21,065
+542
2831
$326K ﹤0.01%
7,752
+2,131
2832
$325K ﹤0.01%
12,318
2833
$325K ﹤0.01%
66,656
2834
$325K ﹤0.01%
+16,230
2835
$325K ﹤0.01%
24,985
+300
2836
$325K ﹤0.01%
7,034
+5
2837
$325K ﹤0.01%
5,476
-179
2838
$324K ﹤0.01%
9,017
+385
2839
$324K ﹤0.01%
5,584
+100
2840
$323K ﹤0.01%
13,911
-164
2841
$322K ﹤0.01%
3,709
+773
2842
$319K ﹤0.01%
12,037
+674
2843
$318K ﹤0.01%
6,037
-1,895
2844
$318K ﹤0.01%
10,233
-347
2845
$317K ﹤0.01%
4,505
+1,055
2846
$316K ﹤0.01%
6,332
-3,121
2847
$316K ﹤0.01%
20,651
+371
2848
$316K ﹤0.01%
12,215
-2,674
2849
$316K ﹤0.01%
15,659
+521
2850
$315K ﹤0.01%
13,436
-188,209
112 113
114
115 116