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
351
$32.8M 0.04%
727,056
+34,365
352
$32.7M 0.04%
305,148
+27,977
353
$32.6M 0.04%
173,331
-31,879
354
$32.5M 0.04%
244,068
+71,751
355
$32.5M 0.04%
1,919,260
+245,023
356
$32.4M 0.04%
606,203
+72,136
357
$32.3M 0.04%
852,607
+1,312
358
$31.9M 0.04%
113,900
-11,606
359
$31.7M 0.04%
1,011,228
+9,328
360
$31.7M 0.04%
226,868
+4,412
361
$31.4M 0.04%
793,779
+79,598
362
$31.4M 0.04%
565,339
+31,473
363
$31.3M 0.04%
390,265
-98,354
364
$31.2M 0.04%
44,729
+1,376
365
$31.1M 0.04%
604,066
+69,486
366
$31.1M 0.04%
936,186
+2,222
367
$31M 0.04%
84,988
-12,664
368
$30.8M 0.04%
302,317
+24,702
369
$30.5M 0.04%
443,466
-143,493
370
$30.4M 0.04%
465,600
-24,092
371
$30.4M 0.04%
1,563,919
+74,842
372
$30.1M 0.04%
1,850,342
+818
373
$30M 0.04%
94,482
+864
374
$30M 0.04%
243,781
+13,920
375
$29.9M 0.04%
292,088
+48,973
13 14
15
16 17