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
651
$11.8M 0.02%
157,773
+28,086
652
$11.8M 0.02%
263,619
+31,599
653
$11.8M 0.02%
61,949
-9,214
654
$11.7M 0.02%
34,416
-4,579
655
$11.7M 0.02%
176,128
+29,941
656
$11.7M 0.02%
110,731
-42,903
657
$11.6M 0.02%
44,320
+630
658
$11.5M 0.02%
272,202
-15,964
659
$11.5M 0.02%
299,320
-53,281
660
$11.5M 0.02%
69,725
-25,487
661
$11.5M 0.02%
185,717
+10,544
662
$11.5M 0.02%
59,162
+959
663
$11.5M 0.02%
50,059
+10,919
664
$11.4M 0.02%
103,293
+13,314
665
$11.4M 0.02%
216,081
-777
666
$11.4M 0.02%
462,724
+338,417
667
$11.4M 0.02%
102,840
+528
668
$11.4M 0.02%
73,492
+14,732
669
$11.4M 0.02%
247,721
-8,517
670
$11.3M 0.02%
133,936
-22,230
671
$11.3M 0.02%
659,539
-42,565
672
$11.2M 0.02%
235,388
-13,724
673
$11.2M 0.02%
246,215
-119,062
674
$11.1M 0.02%
144,185
-14,287
675
$11.1M 0.02%
90,144
-1,383
25 26
27
28 29