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
3251
$98K ﹤0.01%
+10,750
3252
$97K ﹤0.01%
1,009
-644
3253
$97K ﹤0.01%
18,210
+110
3254
$96K ﹤0.01%
411
-12
3255
$96K ﹤0.01%
39,870
+12,259
3256
$95K ﹤0.01%
15,451
+3,899
3257
$94K ﹤0.01%
12,254
-85
3258
$88K ﹤0.01%
17,067
+240
3259
$88K ﹤0.01%
12,272
+718
3260
$87K ﹤0.01%
19,562
+4,750
3261
$87K ﹤0.01%
28,479
3262
$85K ﹤0.01%
17,855
+1,375
3263
$85K ﹤0.01%
+29,143
3264
$85K ﹤0.01%
+10,157
3265
$84K ﹤0.01%
15,922
-615
3266
$84K ﹤0.01%
+14,018
3267
$84K ﹤0.01%
+12,000
3268
$81K ﹤0.01%
+51,389
3269
$81K ﹤0.01%
20,790
-104
3270
$79K ﹤0.01%
836
-40
3271
$77K ﹤0.01%
17,856
+6,000
3272
$74K ﹤0.01%
11,200
-3,149
3273
$74K ﹤0.01%
12,138
3274
$72K ﹤0.01%
25,000
3275
$72K ﹤0.01%
12,347
-717
129 130
131
132 133