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
2951
$268K ﹤0.01%
5,020
+450
2952
$267K ﹤0.01%
13,660
+31
2953
$267K ﹤0.01%
11,107
-41,893
2954
$266K ﹤0.01%
13,670
-29,655
2955
$265K ﹤0.01%
6,628
-19,268
2956
$265K ﹤0.01%
9,250
2957
$265K ﹤0.01%
22,152
-365
2958
$265K ﹤0.01%
+13,755
2959
$265K ﹤0.01%
11,934
+1,625
2960
$264K ﹤0.01%
22,951
+1,533
2961
$263K ﹤0.01%
2,159
+407
2962
$263K ﹤0.01%
+2,545
2963
$263K ﹤0.01%
130
2964
$262K ﹤0.01%
5,022
-3,089
2965
$262K ﹤0.01%
+9,701
2966
$262K ﹤0.01%
11,964
-6,791
2967
$261K ﹤0.01%
1,479
-446
2968
$261K ﹤0.01%
11,330
-570
2969
$260K ﹤0.01%
4,719
-26,384
2970
$260K ﹤0.01%
8,345
-77,631
2971
$258K ﹤0.01%
66,264
+20,887
2972
$258K ﹤0.01%
5,425
-704
2973
$257K ﹤0.01%
1,355
-1,045
2974
$257K ﹤0.01%
4,961
-105,856
2975
$256K ﹤0.01%
27,509
+439
117 118
119
120 121