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
26
$464M 0.63%
806,550
-616,145
27
$461M 0.63%
6,037,562
+60,636
28
$453M 0.62%
9,117,630
-123,618
29
$452M 0.62%
2,789,843
-4,965
30
$446M 0.61%
1,605,638
+112,582
31
$444M 0.61%
4,527,798
-5,351
32
$439M 0.6%
2,875,606
+415,377
33
$419M 0.57%
6,752,021
+82,486
34
$418M 0.57%
2,686,319
-39,407
35
$406M 0.55%
687,022
-1,393
36
$403M 0.55%
3,635,885
+397,428
37
$387M 0.53%
1,699,566
+38,050
38
$375M 0.51%
2,732,521
-397,537
39
$366M 0.5%
2,307,620
+83,926
40
$364M 0.5%
3,662,435
+144,510
41
$361M 0.49%
3,048,068
-1,927
42
$356M 0.49%
2,089,399
+48,811
43
$351M 0.48%
2,595,170
+89,043
44
$349M 0.48%
1,569,993
-56,849
45
$344M 0.47%
6,938,660
+2,031,022
46
$343M 0.47%
3,399,986
+469,773
47
$341M 0.47%
3,749,290
-97,791
48
$340M 0.46%
1,311,413
+53,240
49
$338M 0.46%
5,368,200
+322,220
50
$338M 0.46%
7,029,986
-258,178
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