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
601
$13.9M 0.02%
565,828
+25,078
602
$13.9M 0.02%
557,545
+55,597
603
$13.9M 0.02%
31,188
+3,610
604
$13.8M 0.02%
564,255
-22,638
605
$13.5M 0.02%
186,951
-17,273
606
$13.4M 0.02%
203,866
+128,541
607
$13.4M 0.02%
150,456
-9,424
608
$13.3M 0.02%
140,002
+53,169
609
$13.3M 0.02%
189,199
+3,467
610
$13.3M 0.02%
234,995
+12,408
611
$13.2M 0.02%
87,599
-415
612
$13.2M 0.02%
793,408
+114,257
613
$13.1M 0.02%
177,186
+35,392
614
$13.1M 0.02%
224,898
+66,324
615
$13M 0.02%
284,421
-16,762
616
$13M 0.02%
498,395
+432
617
$13M 0.02%
395,680
+44,503
618
$13M 0.02%
511,369
-3,763
619
$12.9M 0.02%
93,006
-5,962
620
$12.8M 0.02%
1,295,448
-67,308
621
$12.8M 0.02%
222,018
+9,282
622
$12.7M 0.02%
460,379
+76,923
623
$12.7M 0.02%
656,198
+458,724
624
$12.7M 0.02%
506,158
+57,206
625
$12.6M 0.02%
118,000
+209
23 24
25
26 27