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
2876
$303K ﹤0.01%
26,366
-47,547
2877
$303K ﹤0.01%
6,033
-1,670
2878
$302K ﹤0.01%
21,175
+500
2879
$301K ﹤0.01%
17,079
+2,460
2880
$301K ﹤0.01%
19,513
-10,521
2881
$301K ﹤0.01%
4,226
-6,349
2882
$300K ﹤0.01%
4,894
+119
2883
$299K ﹤0.01%
6,798
+246
2884
$297K ﹤0.01%
11,333
2885
$296K ﹤0.01%
3,366
+423
2886
$295K ﹤0.01%
+13,565
2887
$293K ﹤0.01%
24,660
+360
2888
$292K ﹤0.01%
43,700
+3,950
2889
$291K ﹤0.01%
+5,811
2890
$291K ﹤0.01%
2,588
+9
2891
$290K ﹤0.01%
19,588
2892
$289K ﹤0.01%
13,411
+183
2893
$289K ﹤0.01%
14,002
-35
2894
$289K ﹤0.01%
11,342
-23
2895
$289K ﹤0.01%
18,086
+427
2896
$287K ﹤0.01%
84,974
-44,927
2897
$287K ﹤0.01%
719
-2,617
2898
$285K ﹤0.01%
12,510
+163
2899
$285K ﹤0.01%
11,398
-73
2900
$284K ﹤0.01%
4,709
-846
114 115
116
117 118