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
3326
$18K ﹤0.01%
9
+4
3327
$18K ﹤0.01%
16,569
3328
$17K ﹤0.01%
1,020
-100
3329
$16K ﹤0.01%
15,000
3330
$15K ﹤0.01%
1,200
3331
$14K ﹤0.01%
1,000
3332
$12K ﹤0.01%
+10,000
3333
$11K ﹤0.01%
25,500
+500
3334
$11K ﹤0.01%
+667
3335
$8K ﹤0.01%
15,000
3336
$7K ﹤0.01%
19,000
3337
$5K ﹤0.01%
319
3338
– –
-18,874
3339
– –
-39,827
3340
– –
-5,075
3341
– –
-25,000
3342
– –
-15,000
3343
– –
-20,031
3344
– –
-10,142
3345
– –
-30,608
3346
– –
-8,495
3347
– –
-2,979
3348
– –
-189,181
3349
– –
-7,054
3350
– –
-4,187
132 133
134
135 136