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
276
$43.5M 0.06%
759,099
+13,374
277
$43.3M 0.06%
1,190,461
-42,327
278
$43.3M 0.06%
2,278,209
+72,293
279
$43M 0.06%
361,593
+41,405
280
$42.8M 0.06%
337,435
-16,071
281
$42.7M 0.06%
858,728
+222,627
282
$42.7M 0.06%
679,475
+86,410
283
$42.3M 0.06%
176,546
+5,742
284
$41.7M 0.06%
1,153,090
-56,333
285
$41.7M 0.06%
668,885
+81,036
286
$41.6M 0.06%
+2,496,816
287
$41.3M 0.06%
831,299
+185,400
288
$41.1M 0.06%
375,904
+67,730
289
$41M 0.06%
342,701
-93,322
290
$40.7M 0.06%
756,840
-4,180
291
$40.2M 0.05%
698,254
+110,567
292
$40.1M 0.05%
385,565
-88,951
293
$40.1M 0.05%
382,980
+28,961
294
$40M 0.05%
1,906,977
+3,364
295
$39.3M 0.05%
158,218
+5,354
296
$39.2M 0.05%
526,738
+203,633
297
$39.2M 0.05%
434,202
-154,855
298
$39.2M 0.05%
211,738
-17,886
299
$38.8M 0.05%
500,078
+8,109
300
$38.8M 0.05%
75,171
+889
10 11
12
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