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
2901
$284K ﹤0.01%
25,475
+135
2902
$284K ﹤0.01%
9,776
-164
2903
$283K ﹤0.01%
4,673
+177
2904
$283K ﹤0.01%
23,629
+1,005
2905
$283K ﹤0.01%
30,123
-7,078
2906
$282K ﹤0.01%
49,327
-2,711
2907
$282K ﹤0.01%
+151,595
2908
$282K ﹤0.01%
8,077
-614
2909
$281K ﹤0.01%
18,845
-6,222
2910
$281K ﹤0.01%
25,918
+11,991
2911
$281K ﹤0.01%
3,868
+610
2912
$280K ﹤0.01%
2,471
+40
2913
$280K ﹤0.01%
21,169
-58,292
2914
$280K ﹤0.01%
7,990
-8,983
2915
$280K ﹤0.01%
9,793
-1,275
2916
$280K ﹤0.01%
7,101
+1,015
2917
$280K ﹤0.01%
+19,800
2918
$279K ﹤0.01%
1,264
-2,707
2919
$279K ﹤0.01%
7,357
2920
$279K ﹤0.01%
4,273
-194
2921
$279K ﹤0.01%
10,290
+64
2922
$278K ﹤0.01%
133,049
+27,630
2923
$278K ﹤0.01%
+7,375
2924
$277K ﹤0.01%
11,058
2925
$277K ﹤0.01%
6,314
-1,255
115 116
117
118 119