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
801
$8.21M 0.01%
74,654
+1,191
802
$8.18M 0.01%
51,638
+1,366
803
$8.17M 0.01%
54,487
+7,479
804
$8.15M 0.01%
58,043
+22,877
805
$8.14M 0.01%
16,770
-513
806
$8.13M 0.01%
6,162
-115
807
$8.11M 0.01%
74,339
+885
808
$8.09M 0.01%
296,443
+39,936
809
$8.09M 0.01%
324,544
-19,200
810
$8.07M 0.01%
51,065
-39,705
811
$8.06M 0.01%
39,217
+408
812
$8.05M 0.01%
772,255
+97,902
813
$8.03M 0.01%
132,012
+3,852
814
$8.03M 0.01%
95,823
+23,028
815
$8.02M 0.01%
82,265
+4,149
816
$8.02M 0.01%
89,081
-126,588
817
$8.02M 0.01%
362,411
+74,829
818
$8M 0.01%
205,938
-107,802
819
$7.99M 0.01%
93,756
-5,518
820
$7.95M 0.01%
115,265
-42,600
821
$7.93M 0.01%
135,898
-3,526
822
$7.92M 0.01%
309,311
-209,022
823
$7.91M 0.01%
204,459
-2,336
824
$7.9M 0.01%
87,742
-1,177
825
$7.87M 0.01%
139,143
-24,445
31 32
33
34 35