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
451
$23.9M 0.03%
306,406
+87,056
452
$23.9M 0.03%
115,120
+30,188
453
$23.8M 0.03%
736,647
-75,207
454
$23.6M 0.03%
474,787
+410,769
455
$23.6M 0.03%
77,375
-5,804
456
$23.5M 0.03%
895,119
+17,361
457
$23.5M 0.03%
236,981
+74,035
458
$23.5M 0.03%
354,339
-3,691
459
$23.4M 0.03%
172,528
+31,399
460
$23.3M 0.03%
346,994
+16,824
461
$23.2M 0.03%
2,130,111
+676,867
462
$23.1M 0.03%
278,782
-638,199
463
$23M 0.03%
242,111
-5,718
464
$22.7M 0.03%
749,402
-1,568,574
465
$22.6M 0.03%
198,668
-24,517
466
$22.6M 0.03%
493,350
-35,058
467
$22.6M 0.03%
46,132
-4,063
468
$22.3M 0.03%
138,224
+1,355
469
$22.3M 0.03%
425,040
+23,215
470
$22.3M 0.03%
487,365
-170,115
471
$22.2M 0.03%
93,648
+5,179
472
$22.2M 0.03%
50,910
-1,456
473
$22.1M 0.03%
725,683
+55,880
474
$22M 0.03%
573,339
+127,052
475
$21.9M 0.03%
185,182
-3,129
17 18
19
20 21