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
426
$25.7M 0.04%
233,043
-3,482
427
$25.6M 0.03%
353,558
+52,008
428
$25.5M 0.03%
251,939
+13,762
429
$25.5M 0.03%
101,858
+5,732
430
$25.5M 0.03%
212,132
+274
431
$25.3M 0.03%
415,828
+54,099
432
$25.3M 0.03%
63,527
-15,799
433
$25.3M 0.03%
115,867
-1,347
434
$25.2M 0.03%
640,497
+157,831
435
$25.1M 0.03%
648,359
+478,951
436
$25.1M 0.03%
440,381
+118,749
437
$25M 0.03%
531,410
-27,339
438
$25M 0.03%
292,277
-129
439
$25M 0.03%
243,054
+17,429
440
$24.9M 0.03%
237,490
+34,581
441
$24.8M 0.03%
166,774
+25,762
442
$24.7M 0.03%
183,331
+160,988
443
$24.5M 0.03%
368,293
+22,866
444
$24.4M 0.03%
1,092,483
+654,562
445
$24.4M 0.03%
205,614
-2,427
446
$24.4M 0.03%
668,872
-163,239
447
$24.3M 0.03%
252,135
-100,679
448
$24.2M 0.03%
57,124
-2,625
449
$24.1M 0.03%
653,925
+395
450
$23.9M 0.03%
65,372
-6,042
16 17
18
19 20