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
401
$27.3M 0.04%
120,401
+3,472
402
$27.2M 0.04%
392,205
-109,515
403
$27M 0.04%
95,110
+5,375
404
$26.9M 0.04%
247,202
+64,182
405
$26.8M 0.04%
180,538
-22,211
406
$26.8M 0.04%
176,719
-12,710
407
$26.8M 0.04%
215,946
+1,355
408
$26.7M 0.04%
1,587,352
+1,087,389
409
$26.6M 0.04%
813,614
+178,867
410
$26.6M 0.04%
529,643
-432,969
411
$26.5M 0.04%
349,911
+10,111
412
$26.5M 0.04%
380,506
+5,673
413
$26.5M 0.04%
202,044
+4,196
414
$26.3M 0.04%
123,989
-28,075
415
$26.3M 0.04%
970,403
+91,510
416
$26.2M 0.04%
517,601
+140,075
417
$26.1M 0.04%
67,931
-10,855
418
$26.1M 0.04%
619,230
+52,167
419
$26.1M 0.04%
73,350
-25,567
420
$26M 0.04%
678,244
+57,815
421
$26M 0.04%
468,998
-5,312
422
$26M 0.04%
447,789
+17,229
423
$25.9M 0.04%
1,068,023
+989,803
424
$25.9M 0.04%
133,303
+4,979
425
$25.7M 0.04%
386,110
+24,285
15 16
17
18 19