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
3026
$234K ﹤0.01%
10,866
-4,983
3027
$234K ﹤0.01%
2,996
-1,165
3028
$234K ﹤0.01%
50,521
+30,686
3029
$233K ﹤0.01%
3,727
-3
3030
$233K ﹤0.01%
8,700
3031
$232K ﹤0.01%
7,036
+232
3032
$232K ﹤0.01%
18,423
-11,964
3033
$231K ﹤0.01%
+10,875
3034
$231K ﹤0.01%
8,186
-424
3035
$231K ﹤0.01%
11,123
+2,217
3036
$231K ﹤0.01%
108,472
+52,900
3037
$230K ﹤0.01%
4,152
3038
$229K ﹤0.01%
+3,088
3039
$228K ﹤0.01%
25,000
+9,500
3040
$228K ﹤0.01%
26,297
+38
3041
$228K ﹤0.01%
3,387
3042
$228K ﹤0.01%
+8,422
3043
$228K ﹤0.01%
5,521
+1,143
3044
$228K ﹤0.01%
8,815
+86
3045
$228K ﹤0.01%
17,644
-3,077
3046
$227K ﹤0.01%
+6,309
3047
$226K ﹤0.01%
4,127
-1,998
3048
$225K ﹤0.01%
+1,377
3049
$225K ﹤0.01%
+7,239
3050
$225K ﹤0.01%
16,695
-607
120 121
122
123 124