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
2851
$315K ﹤0.01%
13,381
+4,312
2852
$314K ﹤0.01%
9,237
+2,167
2853
$314K ﹤0.01%
8,921
2854
$313K ﹤0.01%
16,963
2855
$313K ﹤0.01%
+7,035
2856
$313K ﹤0.01%
+5,950
2857
$312K ﹤0.01%
5,808
-483
2858
$312K ﹤0.01%
5,693
-3,737
2859
$312K ﹤0.01%
8,108
+3,883
2860
$311K ﹤0.01%
+13,875
2861
$311K ﹤0.01%
11,666
-1,202
2862
$311K ﹤0.01%
11,608
-170
2863
$310K ﹤0.01%
16,599
+1,465
2864
$310K ﹤0.01%
1,192
+65
2865
$310K ﹤0.01%
25,043
+6,497
2866
$309K ﹤0.01%
+8,199
2867
$309K ﹤0.01%
8,660
+2,470
2868
$308K ﹤0.01%
23,222
-4,154
2869
$308K ﹤0.01%
21,349
+294
2870
$308K ﹤0.01%
142,000
+6,800
2871
$307K ﹤0.01%
8,514
-28,962
2872
$307K ﹤0.01%
6,176
+1,290
2873
$306K ﹤0.01%
6,175
-94
2874
$304K ﹤0.01%
3,478
-1,239
2875
$303K ﹤0.01%
11,177
-377
113 114
115
116 117