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
501
$20.3M 0.03%
330,530
+289,953
502
$20.2M 0.03%
293,026
+29,439
503
$20.1M 0.03%
324,769
+66,100
504
$20M 0.03%
700,286
+14,353
505
$20M 0.03%
199,912
-816,044
506
$19.9M 0.03%
36,569
+115
507
$19.9M 0.03%
126,348
+52,365
508
$19.7M 0.03%
1,346,639
-57,727
509
$19.7M 0.03%
956,865
+34,090
510
$19.5M 0.03%
80,177
-1,094
511
$19.5M 0.03%
38,766
-27,381
512
$19.5M 0.03%
470,744
-54,289
513
$19.3M 0.03%
388,890
+9,992
514
$19.3M 0.03%
93,148
+6,999
515
$19.3M 0.03%
112,160
-130,746
516
$19.3M 0.03%
1,744,470
+22,446
517
$19.2M 0.03%
402,628
-6,152
518
$19.2M 0.03%
389,186
-47,068
519
$19.1M 0.03%
260,194
-29,198
520
$19.1M 0.03%
371,490
+28,100
521
$18.9M 0.03%
125,896
-10,462
522
$18.9M 0.03%
137,991
-1,095
523
$18.9M 0.03%
239,887
+13,001
524
$18.9M 0.03%
677,176
-22,321
525
$18.9M 0.03%
412,152
-14,102
19 20
21
22 23