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
3176
$165K ﹤0.01%
15,810
+3,023
3177
$164K ﹤0.01%
831
-129
3178
$163K ﹤0.01%
42,202
-10,390
3179
$163K ﹤0.01%
11,470
-1,454
3180
$163K ﹤0.01%
13,300
+3,000
3181
$163K ﹤0.01%
16,243
-1,143
3182
$162K ﹤0.01%
+1,006
3183
$162K ﹤0.01%
10,309
-700
3184
$161K ﹤0.01%
12,323
-6,621
3185
$159K ﹤0.01%
31,903
-16,400
3186
$159K ﹤0.01%
+10,825
3187
$158K ﹤0.01%
12,130
3188
$158K ﹤0.01%
+35,339
3189
$157K ﹤0.01%
+108
3190
$155K ﹤0.01%
16,015
-4,699
3191
$154K ﹤0.01%
2,393
-3,347
3192
$152K ﹤0.01%
475
+110
3193
$152K ﹤0.01%
21,723
-319
3194
$151K ﹤0.01%
46,752
+11,258
3195
$151K ﹤0.01%
21,234
+2,705
3196
$151K ﹤0.01%
712
+18
3197
$149K ﹤0.01%
82,687
3198
$148K ﹤0.01%
+11,837
3199
$145K ﹤0.01%
+12,541
3200
$145K ﹤0.01%
22,700
126 127
128
129 130