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
3151
$182K ﹤0.01%
16,196
-2,329
3152
$182K ﹤0.01%
15,048
+2,948
3153
$179K ﹤0.01%
12,846
+169
3154
$179K ﹤0.01%
35,450
-900
3155
$179K ﹤0.01%
21,648
+1,027
3156
$178K ﹤0.01%
13,804
-1,967
3157
$178K ﹤0.01%
35,361
-68,749
3158
$175K ﹤0.01%
+11,800
3159
$175K ﹤0.01%
6,517
+1,460
3160
$175K ﹤0.01%
21,222
+104
3161
$173K ﹤0.01%
13,251
+290
3162
$173K ﹤0.01%
14,850
3163
$172K ﹤0.01%
10,150
-1,275
3164
$172K ﹤0.01%
10,178
-100
3165
$172K ﹤0.01%
+12,921
3166
$172K ﹤0.01%
19,403
+258
3167
$171K ﹤0.01%
2,254
-107
3168
$170K ﹤0.01%
12,105
-4,015
3169
$169K ﹤0.01%
10,235
-187
3170
$169K ﹤0.01%
+16,835
3171
$168K ﹤0.01%
12,382
-2,156
3172
$168K ﹤0.01%
20,287
-7,505
3173
$167K ﹤0.01%
+16,422
3174
$167K ﹤0.01%
14,073
+109
3175
$166K ﹤0.01%
20,344
125 126
127
128 129