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
726
$9.88M 0.01%
162,046
-25,978
727
$9.88M 0.01%
577,465
+113,376
728
$9.88M 0.01%
108,647
+64,309
729
$9.87M 0.01%
580,923
+37,728
730
$9.86M 0.01%
91,838
+5,023
731
$9.84M 0.01%
97,095
-170,822
732
$9.82M 0.01%
60,833
-14,776
733
$9.77M 0.01%
71,384
-65
734
$9.75M 0.01%
101,103
+7,256
735
$9.75M 0.01%
325,937
-370
736
$9.7M 0.01%
75,340
+10,639
737
$9.7M 0.01%
443,466
+28,967
738
$9.7M 0.01%
143,380
+82,295
739
$9.68M 0.01%
262,676
+101,789
740
$9.68M 0.01%
60,648
+27,272
741
$9.67M 0.01%
330,692
+13,925
742
$9.66M 0.01%
162,723
+35,817
743
$9.66M 0.01%
341,675
-41,185
744
$9.64M 0.01%
184,361
+3,840
745
$9.64M 0.01%
299,183
-138,494
746
$9.62M 0.01%
196,241
-5,957
747
$9.57M 0.01%
124,434
-22,262
748
$9.56M 0.01%
+190,228
749
$9.56M 0.01%
95,725
+6,035
750
$9.54M 0.01%
394,910
+17,237
28 29
30
31 32