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
3126
$200K ﹤0.01%
6,426
-2,844
3127
$200K ﹤0.01%
12,499
+500
3128
$199K ﹤0.01%
25,022
+7,490
3129
$199K ﹤0.01%
13,226
+321
3130
$198K ﹤0.01%
22,265
-258
3131
$197K ﹤0.01%
2,514
+177
3132
$197K ﹤0.01%
+13,505
3133
$196K ﹤0.01%
10,285
+65
3134
$196K ﹤0.01%
17,774
-10,203
3135
$195K ﹤0.01%
16,866
+5,936
3136
$195K ﹤0.01%
22,637
-12,964
3137
$195K ﹤0.01%
12,910
-250
3138
$194K ﹤0.01%
28,658
+428
3139
$194K ﹤0.01%
+16,633
3140
$194K ﹤0.01%
+11,115
3141
$193K ﹤0.01%
+11,281
3142
$191K ﹤0.01%
11,095
+133
3143
$190K ﹤0.01%
23,800
+3,500
3144
$189K ﹤0.01%
+11,136
3145
$188K ﹤0.01%
14,379
-49,144
3146
$187K ﹤0.01%
12,357
3147
$185K ﹤0.01%
+12,836
3148
$185K ﹤0.01%
+11,347
3149
$185K ﹤0.01%
+10,745
3150
$183K ﹤0.01%
22,673
+6,658
124 125
126
127 128