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
3051
$224K ﹤0.01%
+1,863
3052
$224K ﹤0.01%
6,679
-3,521
3053
$224K ﹤0.01%
12,269
-1,090
3054
$224K ﹤0.01%
1,618
+237
3055
$223K ﹤0.01%
3,512
-5,189
3056
$223K ﹤0.01%
+10,110
3057
$223K ﹤0.01%
25,939
+36
3058
$222K ﹤0.01%
6,850
3059
$222K ﹤0.01%
2,659
3060
$222K ﹤0.01%
21,848
-4,028
3061
$221K ﹤0.01%
10,964
+50
3062
$221K ﹤0.01%
5,176
-267
3063
$220K ﹤0.01%
7,675
-30
3064
$220K ﹤0.01%
+6,289
3065
$220K ﹤0.01%
3,671
+3,121
3066
$219K ﹤0.01%
18,416
-500
3067
$219K ﹤0.01%
4,385
3068
$218K ﹤0.01%
+10,455
3069
$218K ﹤0.01%
2,961
+395
3070
$218K ﹤0.01%
2,156
-651
3071
$217K ﹤0.01%
2,219
-11,328
3072
$216K ﹤0.01%
3,416
-1,000
3073
$216K ﹤0.01%
+3,717
3074
$216K ﹤0.01%
+2,713
3075
$216K ﹤0.01%
+5,825
121 122
123
124 125