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
776
$8.77M 0.01%
160,948
-189,468
777
$8.77M 0.01%
148,483
+17,525
778
$8.75M 0.01%
61,952
+6,687
779
$8.75M 0.01%
121,255
-55,694
780
$8.71M 0.01%
215,634
+24,178
781
$8.69M 0.01%
564,840
+69,268
782
$8.66M 0.01%
133,686
+70,794
783
$8.65M 0.01%
580,930
+60,924
784
$8.65M 0.01%
41,489
+469
785
$8.63M 0.01%
57,266
+18,316
786
$8.6M 0.01%
592,380
-20,353
787
$8.59M 0.01%
33,701
+6,586
788
$8.59M 0.01%
137,265
+5,788
789
$8.58M 0.01%
360,477
+50,340
790
$8.57M 0.01%
156,269
+8,455
791
$8.56M 0.01%
18,990
-2,766
792
$8.55M 0.01%
347,183
+16,267
793
$8.55M 0.01%
145,577
-18,541
794
$8.49M 0.01%
42,094
+27,385
795
$8.43M 0.01%
72,417
+2,710
796
$8.41M 0.01%
114,934
-13,330
797
$8.32M 0.01%
85,708
-720
798
$8.29M 0.01%
128,371
+31,194
799
$8.26M 0.01%
336,775
+22,540
800
$8.24M 0.01%
81,947
+226
30 31
32
33 34