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
3101
$210K ﹤0.01%
9,056
-726
3102
$209K ﹤0.01%
8,798
-401
3103
$209K ﹤0.01%
+6,724
3104
$209K ﹤0.01%
1,911
-18
3105
$209K ﹤0.01%
13,589
3106
$209K ﹤0.01%
8,410
+1,740
3107
$209K ﹤0.01%
+4,883
3108
$208K ﹤0.01%
5,733
+241
3109
$208K ﹤0.01%
+3,044
3110
$208K ﹤0.01%
20,600
+145
3111
$207K ﹤0.01%
14,056
-338
3112
$206K ﹤0.01%
53,464
+14,076
3113
$206K ﹤0.01%
+19,442
3114
$205K ﹤0.01%
+7,538
3115
$204K ﹤0.01%
3,459
+62
3116
$203K ﹤0.01%
7,064
-100
3117
$203K ﹤0.01%
16,524
+585
3118
$203K ﹤0.01%
4,110
3119
$202K ﹤0.01%
14,851
3120
$202K ﹤0.01%
39,520
+2,979
3121
$201K ﹤0.01%
+8,688
3122
$201K ﹤0.01%
+16,691
3123
$201K ﹤0.01%
2,183
-264
3124
$200K ﹤0.01%
7,424
+71
3125
$200K ﹤0.01%
22,094
123 124
125
126 127