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
576
$15M 0.02%
156,334
-21,195
577
$15M 0.02%
504,366
+13,234
578
$15M 0.02%
85,182
+27,210
579
$14.8M 0.02%
31,739
+1,156
580
$14.7M 0.02%
1,024,066
-29,934
581
$14.7M 0.02%
196,555
+34,989
582
$14.7M 0.02%
331,831
+104,404
583
$14.7M 0.02%
31,004
-4,457
584
$14.6M 0.02%
146,693
+14,127
585
$14.6M 0.02%
697,905
+53,057
586
$14.6M 0.02%
388,917
-33,558
587
$14.5M 0.02%
632,828
-120,120
588
$14.5M 0.02%
206,431
+14,373
589
$14.5M 0.02%
59,957
+1,520
590
$14.4M 0.02%
106,202
+1,235
591
$14.3M 0.02%
73,771
+24,403
592
$14.3M 0.02%
605,424
+249,269
593
$14.3M 0.02%
356,885
+87,314
594
$14.3M 0.02%
55,848
-12,094
595
$14.3M 0.02%
64,588
+8,166
596
$14.2M 0.02%
408,944
-31,340
597
$14.1M 0.02%
118,022
+14,081
598
$14.1M 0.02%
27,800
+1,037
599
$14M 0.02%
54,279
+1,429
600
$14M 0.02%
120,218
+594
22 23
24
25 26