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
51
$337M 0.46%
1,396,444
+14,937
52
$327M 0.45%
3,014,304
+763,309
53
$325M 0.44%
2,612,414
+144,358
54
$321M 0.44%
1,510,891
+31,772
55
$318M 0.43%
6,242,695
+539,090
56
$318M 0.43%
6,828,422
+1,736,709
57
$312M 0.43%
1,490,774
+35,805
58
$300M 0.41%
1,462,179
+1,313,072
59
$295M 0.4%
646,599
+60,871
60
$288M 0.39%
2,069,474
+662,452
61
$281M 0.38%
6,823,075
-151,903
62
$273M 0.37%
1,645,591
-208,363
63
$269M 0.37%
1,380,375
-42,060
64
$267M 0.36%
1,025,320
-12,953
65
$265M 0.36%
3,131,819
+76,442
66
$262M 0.36%
743,574
-52,030
67
$262M 0.36%
732,349
+8,223
68
$259M 0.35%
2,540,304
+162,382
69
$255M 0.35%
3,086,476
-317,003
70
$251M 0.34%
552,125
+56,724
71
$246M 0.34%
2,126,424
+31,338
72
$245M 0.33%
1,389,381
+118,948
73
$237M 0.32%
654,698
-42,794
74
$233M 0.32%
4,649,112
+150,891
75
$227M 0.31%
2,912,907
-1,427,625
1 2
3
4 5