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
301
$38.7M 0.05%
510,346
+158,123
302
$38.7M 0.05%
468,696
+45,270
303
$38.5M 0.05%
884,602
-7,461
304
$38.5M 0.05%
3,443,964
+128,553
305
$38.4M 0.05%
348,698
+173,411
306
$38.2M 0.05%
110,173
-4,262
307
$38.2M 0.05%
788,895
-4,787
308
$38M 0.05%
277,681
+15,270
309
$37.9M 0.05%
634,503
-9,468
310
$37.9M 0.05%
445,563
+22,782
311
$37.8M 0.05%
1,314,637
+831,526
312
$37.7M 0.05%
403,208
+36,691
313
$37.2M 0.05%
695,985
-7,512
314
$36.8M 0.05%
82,314
+4,029
315
$36.7M 0.05%
437,154
+32,412
316
$36.6M 0.05%
203,209
+39,246
317
$36.6M 0.05%
204,372
-9,431
318
$36.5M 0.05%
822,863
+39,838
319
$36.4M 0.05%
324,190
-16,205
320
$36.3M 0.05%
420,168
-10,484
321
$36.3M 0.05%
766,108
+242,328
322
$36.1M 0.05%
521,041
+33,641
323
$36.1M 0.05%
773,010
+12,555
324
$36M 0.05%
559,287
+14,321
325
$36M 0.05%
626,697
+26,340
11 12
13
14 15