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
526
$18.8M 0.03%
243,530
+6,307
527
$18.6M 0.03%
368,233
+39,890
528
$18.6M 0.03%
77,421
+1,308
529
$18.5M 0.03%
218,853
+144,941
530
$18.3M 0.02%
170,111
+14,390
531
$18.2M 0.02%
75,409
+1,891
532
$18.1M 0.02%
+830,422
533
$18.1M 0.02%
138,827
+13,329
534
$18M 0.02%
223,780
+41,918
535
$17.9M 0.02%
265,796
+4,755
536
$17.9M 0.02%
171,421
-25,959
537
$17.9M 0.02%
110,451
-16,981
538
$17.8M 0.02%
116,229
+10,141
539
$17.8M 0.02%
12,926
-158
540
$17.7M 0.02%
527,528
-101,181
541
$17.7M 0.02%
40,484
+486
542
$17.6M 0.02%
137,711
+2,321
543
$17.5M 0.02%
1,416,953
+682,793
544
$17.5M 0.02%
44,875
-12,487
545
$17.4M 0.02%
26,765
-1,500
546
$17.4M 0.02%
496,961
+49,251
547
$17.3M 0.02%
547,683
+167,781
548
$17.2M 0.02%
816,693
+716,338
549
$17.2M 0.02%
191,289
+32,383
550
$17M 0.02%
276,159
+119,941
20 21
22
23 24