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
3526
– –
-7,163
3527
– –
-6,465
3528
– –
-18,276
3529
– –
-2,762
3530
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-4,135
3531
– –
-5,286
3532
– –
-5,669
3533
– –
-37,121
3534
– –
-8,850
3535
– –
-9,502
3536
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-16,417
3537
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-4,657
3538
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-11,927
3539
– –
-17,179
3540
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-34,000
3541
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-11,068
3542
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-3,100
3543
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-7,092
3544
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-37,300
3545
– –
-9,268
3546
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-13,645
3547
– –
-110,611
3548
– –
-2,337
3549
– –
-3,570
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