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
2976
$256K ﹤0.01%
62,128
-2,350
2977
$256K ﹤0.01%
19,849
+18
2978
$255K ﹤0.01%
56,612
-572
2979
$255K ﹤0.01%
18,792
+2,666
2980
$254K ﹤0.01%
7,788
2981
$254K ﹤0.01%
2,161
-2,001
2982
$254K ﹤0.01%
12,182
2983
$254K ﹤0.01%
2,956
+158
2984
$252K ﹤0.01%
16,289
+539
2985
$252K ﹤0.01%
43,303
+3,103
2986
$251K ﹤0.01%
+3,291
2987
$251K ﹤0.01%
30,720
+5,245
2988
$250K ﹤0.01%
3,265
+1,625
2989
$249K ﹤0.01%
20,491
-1,001
2990
$249K ﹤0.01%
5,148
-135
2991
$249K ﹤0.01%
8,006
+150
2992
$248K ﹤0.01%
+19,628
2993
$248K ﹤0.01%
+9,443
2994
$247K ﹤0.01%
60
2995
$247K ﹤0.01%
3,460
+639
2996
$247K ﹤0.01%
2,711
+478
2997
$247K ﹤0.01%
7,330
-6,318
2998
$246K ﹤0.01%
16,228
-1,251
2999
$246K ﹤0.01%
3,788
+11
3000
$246K ﹤0.01%
11,821
-1,039
118 119
120
121 122