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
3301
$49K ﹤0.01%
+11,771
3302
$49K ﹤0.01%
+21,740
3303
$49K ﹤0.01%
10,500
3304
$48K ﹤0.01%
10,000
3305
$45K ﹤0.01%
3,824
-846
3306
$44K ﹤0.01%
+10,000
3307
$44K ﹤0.01%
+20,457
3308
$43K ﹤0.01%
13,585
3309
$42K ﹤0.01%
1,926
+171
3310
$41K ﹤0.01%
12,908
-6,810
3311
$40K ﹤0.01%
1,165
-134
3312
$38K ﹤0.01%
+690
3313
$35K ﹤0.01%
49
+17
3314
$32K ﹤0.01%
11,056
3315
$32K ﹤0.01%
+11,400
3316
$30K ﹤0.01%
28,631
-471
3317
$25K ﹤0.01%
18,000
-10,000
3318
$24K ﹤0.01%
30,575
3319
$23K ﹤0.01%
1,415
+602
3320
$23K ﹤0.01%
+3,020
3321
$22K ﹤0.01%
38,700
-7,500
3322
$20K ﹤0.01%
20,000
-10,075
3323
$20K ﹤0.01%
+13,000
3324
$19K ﹤0.01%
+500
3325
$19K ﹤0.01%
2,101
+1,434
131 132
133
134 135