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
701
$10.5M 0.01%
222,464
+8,567
702
$10.4M 0.01%
151,264
+42,130
703
$10.4M 0.01%
109,437
-13,498
704
$10.3M 0.01%
753,774
+247,408
705
$10.3M 0.01%
43,920
-78,674
706
$10.3M 0.01%
91,672
-5,740
707
$10.3M 0.01%
34,677
+1,440
708
$10.3M 0.01%
265,829
-10,437
709
$10.2M 0.01%
65,049
-589
710
$10.2M 0.01%
284,148
+111,639
711
$10.2M 0.01%
82,237
+15,545
712
$10.2M 0.01%
119,449
+379
713
$10.2M 0.01%
528,744
+67,144
714
$10.1M 0.01%
93,596
+2,541
715
$10M 0.01%
155,861
-8,972
716
$10M 0.01%
72,377
-42,991
717
$9.99M 0.01%
134,123
-2,474
718
$9.99M 0.01%
72,854
-14,174
719
$9.98M 0.01%
32,603
+5,078
720
$9.97M 0.01%
93,269
+2,473
721
$9.95M 0.01%
189,987
-20,361
722
$9.93M 0.01%
101,559
+20,727
723
$9.92M 0.01%
128,247
+12,024
724
$9.9M 0.01%
209,158
+2,503
725
$9.88M 0.01%
90,538
-461
27 28
29
30 31