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
2926
$277K ﹤0.01%
20,069
-2,965
2927
$277K ﹤0.01%
12,861
-45,095
2928
$277K ﹤0.01%
35,189
+9,898
2929
$276K ﹤0.01%
7,375
+3,375
2930
$276K ﹤0.01%
2,835
-2,973
2931
$275K ﹤0.01%
10,816
+1,515
2932
$275K ﹤0.01%
10,738
-17,471
2933
$275K ﹤0.01%
18,672
+2,486
2934
$275K ﹤0.01%
34,790
-2,859
2935
$274K ﹤0.01%
2,747
+909
2936
$274K ﹤0.01%
9,369
+325
2937
$274K ﹤0.01%
11,645
+379
2938
$273K ﹤0.01%
11,759
+1,481
2939
$273K ﹤0.01%
6,646
-158
2940
$273K ﹤0.01%
+10,634
2941
$272K ﹤0.01%
4,705
-139
2942
$272K ﹤0.01%
11,775
+142
2943
$271K ﹤0.01%
6,878
-2,163
2944
$271K ﹤0.01%
3,320
-311
2945
$271K ﹤0.01%
6,843
+262
2946
$270K ﹤0.01%
36,325
+25,601
2947
$270K ﹤0.01%
7,312
-69,254
2948
$270K ﹤0.01%
15,350
+2,675
2949
$269K ﹤0.01%
6,632
+430
2950
$269K ﹤0.01%
8,024
-216
116 117
118
119 120