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
826
$7.83M 0.01%
529,547
+156,104
827
$7.82M 0.01%
188,316
-10,207
828
$7.8M 0.01%
95,620
+7,358
829
$7.78M 0.01%
421,910
+10,648
830
$7.78M 0.01%
78,171
+14,507
831
$7.77M 0.01%
122,424
-7,176
832
$7.77M 0.01%
487,912
+21,034
833
$7.75M 0.01%
589,803
-275,703
834
$7.74M 0.01%
64,639
+22,621
835
$7.64M 0.01%
94,290
-30,406
836
$7.56M 0.01%
56,730
-14,459
837
$7.55M 0.01%
199,131
+69,691
838
$7.54M 0.01%
49,472
-10,531
839
$7.53M 0.01%
89,364
-21,756
840
$7.53M 0.01%
70,580
-1,682
841
$7.52M 0.01%
320,115
-1,696,404
842
$7.48M 0.01%
256,965
+28,552
843
$7.47M 0.01%
239,331
+139,591
844
$7.47M 0.01%
437,899
-834
845
$7.46M 0.01%
82,940
+32,130
846
$7.46M 0.01%
56,095
-437
847
$7.46M 0.01%
148,298
+5,068
848
$7.45M 0.01%
412,062
-26,332
849
$7.43M 0.01%
125,423
+46,596
850
$7.42M 0.01%
180,944
+217
32 33
34
35 36