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
476
$21.8M 0.03%
170,177
+41,628
477
$21.8M 0.03%
119,395
+11,789
478
$21.8M 0.03%
174,151
-14,733
479
$21.7M 0.03%
645,094
+227,118
480
$21.6M 0.03%
435,844
-92,990
481
$21.5M 0.03%
318,340
-408,480
482
$21.5M 0.03%
573,696
+41,062
483
$21.4M 0.03%
207,988
+12,499
484
$21.3M 0.03%
288,219
+2,883
485
$21.3M 0.03%
484,607
+119,345
486
$21.3M 0.03%
81,543
-14,790
487
$21.2M 0.03%
203,128
+4,876
488
$21M 0.03%
120,482
+3,347
489
$21M 0.03%
138,621
+13,549
490
$20.9M 0.03%
659,422
+167,033
491
$20.9M 0.03%
113,793
-3,122
492
$20.9M 0.03%
190,558
+2,950
493
$20.9M 0.03%
174,323
-32,553
494
$20.8M 0.03%
158,653
+11,735
495
$20.8M 0.03%
865,869
+843,926
496
$20.8M 0.03%
289,362
+5,970
497
$20.7M 0.03%
189,902
+3,714
498
$20.7M 0.03%
891,267
+48,638
499
$20.6M 0.03%
693,512
+664,822
500
$20.4M 0.03%
348,373
+3,436
18 19
20
21 22