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
626
$12.6M 0.02%
624,656
+44,423
627
$12.6M 0.02%
340,566
-17,382
628
$12.6M 0.02%
224,736
+167,658
629
$12.6M 0.02%
428,232
-21,081
630
$12.6M 0.02%
106,841
-1,316
631
$12.5M 0.02%
341,523
+90,279
632
$12.5M 0.02%
187,814
-33,693
633
$12.4M 0.02%
233,904
+15,009
634
$12.4M 0.02%
120,012
+2,270
635
$12.3M 0.02%
93,890
-3,645
636
$12.3M 0.02%
76,804
-509
637
$12.3M 0.02%
228,358
-17,470
638
$12.2M 0.02%
391,253
+126,826
639
$12.2M 0.02%
70,389
-45,127
640
$12.1M 0.02%
185,068
-97,439
641
$12.1M 0.02%
49,934
+544
642
$12.1M 0.02%
812,152
+85,719
643
$12.1M 0.02%
271,944
+6,846
644
$12M 0.02%
505,775
+24,536
645
$12M 0.02%
158,261
-3,360
646
$12M 0.02%
52,923
+12,801
647
$12M 0.02%
49,526
-4,628
648
$12M 0.02%
166,833
+112,055
649
$11.9M 0.02%
69,104
+14,475
650
$11.9M 0.02%
709,887
-571,868
24 25
26
27 28