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
376
$29.8M 0.04%
422,162
+44,743
377
$29.8M 0.04%
1,072,949
-60,166
378
$29.8M 0.04%
101,270
+9,755
379
$29.3M 0.04%
196,190
+53,934
380
$29.3M 0.04%
136,392
-44,026
381
$29.2M 0.04%
220,366
+28,506
382
$29M 0.04%
645,007
+164,292
383
$29M 0.04%
226,724
+11,985
384
$28.9M 0.04%
485,552
-307,567
385
$28.9M 0.04%
208,297
+35,788
386
$28.7M 0.04%
437,675
-72,451
387
$28.7M 0.04%
386,493
+94,693
388
$28.6M 0.04%
693,208
-128,875
389
$28.6M 0.04%
223,177
-48,249
390
$28.6M 0.04%
524,563
+22,840
391
$28.6M 0.04%
317,648
-4,906
392
$28.5M 0.04%
754,309
+147,292
393
$28.5M 0.04%
348,885
-3,367
394
$28.4M 0.04%
81,963
-5,094
395
$28.4M 0.04%
94,499
+9,480
396
$28.3M 0.04%
1,577,958
-243,630
397
$28.1M 0.04%
153,864
+2,305
398
$28M 0.04%
527,678
-90,353
399
$28M 0.04%
743,028
+145,442
400
$27.9M 0.04%
168,796
-2,557
14 15
16
17 18