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
3276
$72K ﹤0.01%
+12,239
3277
$69K ﹤0.01%
5,750
3278
$67K ﹤0.01%
+15,264
3279
$66K ﹤0.01%
20,353
+7,789
3280
$66K ﹤0.01%
1,001
-116
3281
$66K ﹤0.01%
16,972
+4,030
3282
$65K ﹤0.01%
17
+4
3283
$64K ﹤0.01%
18,600
3284
$64K ﹤0.01%
12,431
-215,954
3285
$62K ﹤0.01%
+15,012
3286
$62K ﹤0.01%
+500
3287
$61K ﹤0.01%
29,654
-8,500
3288
$60K ﹤0.01%
1,481
-716
3289
$60K ﹤0.01%
48
+7
3290
$60K ﹤0.01%
14,431
3291
$58K ﹤0.01%
13,065
+520
3292
$57K ﹤0.01%
16,699
3293
$57K ﹤0.01%
27,988
+5,215
3294
$56K ﹤0.01%
4,850
3295
$56K ﹤0.01%
3,316
+233
3296
$54K ﹤0.01%
10,047
3297
$53K ﹤0.01%
10,000
3298
$51K ﹤0.01%
12,000
3299
$50K ﹤0.01%
1,262
-217
3300
$50K ﹤0.01%
+21,672
130 131
132
133 134