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
3201
$145K ﹤0.01%
21,355
-3,209
3202
$145K ﹤0.01%
10,500
3203
$144K ﹤0.01%
13,673
+693
3204
$144K ﹤0.01%
3,461
+1,264
3205
$144K ﹤0.01%
20,748
-491
3206
$143K ﹤0.01%
27,540
+2,900
3207
$141K ﹤0.01%
13,483
3208
$140K ﹤0.01%
+35,017
3209
$137K ﹤0.01%
17,177
-740
3210
$136K ﹤0.01%
30,129
+5,481
3211
$136K ﹤0.01%
10,359
-6,549
3212
$136K ﹤0.01%
860
+280
3213
$134K ﹤0.01%
10,000
-235
3214
$133K ﹤0.01%
1,578
-6
3215
$132K ﹤0.01%
+10,400
3216
$130K ﹤0.01%
2,600
3217
$129K ﹤0.01%
20,468
+602
3218
$128K ﹤0.01%
16,850
3219
$128K ﹤0.01%
+5,780
3220
$127K ﹤0.01%
28,631
+7,983
3221
$124K ﹤0.01%
40,500
3222
$124K ﹤0.01%
56,831
3223
$124K ﹤0.01%
575
3224
$124K ﹤0.01%
+11,489
3225
$123K ﹤0.01%
+15,800
127 128
129
130 131