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
551
$16.9M 0.02%
453,164
+12,683
552
$16.9M 0.02%
193,885
+12,418
553
$16.9M 0.02%
412,421
+200,293
554
$16.9M 0.02%
38,813
-8,013
555
$16.8M 0.02%
140,773
+10,947
556
$16.7M 0.02%
98,758
+1,992
557
$16.7M 0.02%
1,011,504
-58,784
558
$16.6M 0.02%
338,451
+5,012
559
$16.4M 0.02%
545,195
+2,284
560
$16.4M 0.02%
663,748
+531,057
561
$16.2M 0.02%
47,095
+2,698
562
$16.1M 0.02%
567,095
+56,207
563
$16.1M 0.02%
95,791
-14,534
564
$16M 0.02%
81,737
-5,855
565
$16M 0.02%
697,689
+21,238
566
$15.9M 0.02%
116,658
-12,157
567
$15.8M 0.02%
226,319
-15,671
568
$15.8M 0.02%
119,061
+6,371
569
$15.6M 0.02%
188,651
-134,650
570
$15.6M 0.02%
740,592
+229,851
571
$15.5M 0.02%
450,084
+10,485
572
$15.4M 0.02%
153,162
+60
573
$15.2M 0.02%
51,894
+8,183
574
$15.1M 0.02%
137,735
+4,452
575
$15.1M 0.02%
27,006
-9,992
21 22
23
24 25