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
3076
$215K ﹤0.01%
+5,025
3077
$214K ﹤0.01%
7,967
3078
$214K ﹤0.01%
25,529
-288
3079
$214K ﹤0.01%
7,239
-89,626
3080
$214K ﹤0.01%
14,565
+583
3081
$214K ﹤0.01%
16,244
-1,265
3082
$214K ﹤0.01%
18,947
-312
3083
$213K ﹤0.01%
13,695
+1,172
3084
$213K ﹤0.01%
22,949
+2,996
3085
$213K ﹤0.01%
+7,891
3086
$213K ﹤0.01%
6,007
+228
3087
$213K ﹤0.01%
+54,316
3088
$212K ﹤0.01%
+12,820
3089
$212K ﹤0.01%
17,545
+1,250
3090
$212K ﹤0.01%
6,500
+400
3091
$212K ﹤0.01%
1,613
+13
3092
$212K ﹤0.01%
+6,042
3093
$212K ﹤0.01%
+11,589
3094
$211K ﹤0.01%
1,917
-110
3095
$211K ﹤0.01%
+3,758
3096
$211K ﹤0.01%
637
+7
3097
$211K ﹤0.01%
6,113
-18,303
3098
$210K ﹤0.01%
10,850
-434
3099
$210K ﹤0.01%
3,338
-1,498
3100
$210K ﹤0.01%
+2,851
122 123
124
125 126