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
676
$11M 0.02%
234,625
+72,581
677
$11M 0.02%
44,718
-914
678
$11M 0.02%
70,057
-2,697
679
$11M 0.02%
23,141
+5,644
680
$11M 0.02%
119,824
+17,745
681
$11M 0.02%
974,859
+96,292
682
$11M 0.02%
407,210
-55,400
683
$10.9M 0.01%
78,128
-1,514
684
$10.9M 0.01%
165,173
+34,665
685
$10.9M 0.01%
207,112
+25,488
686
$10.8M 0.01%
119,341
-55,538
687
$10.8M 0.01%
222,965
-54,895
688
$10.7M 0.01%
139,121
-74,516
689
$10.7M 0.01%
96,474
+3,926
690
$10.7M 0.01%
7,255
-1,228
691
$10.6M 0.01%
177,170
-25,673
692
$10.6M 0.01%
125,734
+9,073
693
$10.6M 0.01%
94,816
+3,044
694
$10.6M 0.01%
221,231
-59,216
695
$10.6M 0.01%
176,626
-2,599
696
$10.6M 0.01%
51,010
-651
697
$10.5M 0.01%
197,500
+26,405
698
$10.5M 0.01%
413,091
-26,549
699
$10.5M 0.01%
496,971
+90,653
700
$10.5M 0.01%
67,158
+8,283
26 27
28
29 30