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
3001
$245K ﹤0.01%
1,509
+164
3002
$245K ﹤0.01%
10,037
+241
3003
$245K ﹤0.01%
8,033
-849
3004
$245K ﹤0.01%
2,675
-6,136
3005
$244K ﹤0.01%
17,165
+175
3006
$244K ﹤0.01%
7,073
-27
3007
$244K ﹤0.01%
+5,128
3008
$243K ﹤0.01%
4,241
+67
3009
$243K ﹤0.01%
5,711
-1,381
3010
$243K ﹤0.01%
3,585
+1,285
3011
$242K ﹤0.01%
2,905
-1,000
3012
$241K ﹤0.01%
5,751
+45
3013
$241K ﹤0.01%
1,154
+76
3014
$241K ﹤0.01%
9,429
3015
$240K ﹤0.01%
15,456
+1,495
3016
$240K ﹤0.01%
3,613
-2,233
3017
$240K ﹤0.01%
6,451
-1,612
3018
$239K ﹤0.01%
+4,324
3019
$239K ﹤0.01%
6,060
+1,450
3020
$239K ﹤0.01%
4,532
+252
3021
$236K ﹤0.01%
+9,600
3022
$236K ﹤0.01%
22,246
3023
$236K ﹤0.01%
3,641
-299
3024
$236K ﹤0.01%
6,866
+355
3025
$235K ﹤0.01%
15,057
+4
119 120
121
122 123