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
851
$7.41M 0.01%
265,768
+4,518
852
$7.41M 0.01%
240,780
+89,659
853
$7.4M 0.01%
801,175
+172,796
854
$7.4M 0.01%
29,787
+11,139
855
$7.38M 0.01%
42,813
+1,978
856
$7.36M 0.01%
93,009
+3,041
857
$7.36M 0.01%
135,986
+1,148
858
$7.36M 0.01%
29,343
+5,728
859
$7.31M 0.01%
166,241
+128,863
860
$7.28M 0.01%
119,987
-18,555
861
$7.24M 0.01%
21,459
+4,329
862
$7.22M 0.01%
20,908
-2,804
863
$7.22M 0.01%
63,407
+12,554
864
$7.2M 0.01%
198,835
+6,425
865
$7.2M 0.01%
46,099
+14,410
866
$7.19M 0.01%
148,888
+13,626
867
$7.19M 0.01%
634,391
+35,040
868
$7.19M 0.01%
67,157
+47,047
869
$7.17M 0.01%
1,193,733
+228,430
870
$7.17M 0.01%
85,389
-1,128
871
$7.13M 0.01%
71,312
+54,915
872
$7.1M 0.01%
220,874
+6,901
873
$7.1M 0.01%
108,155
-4,636
874
$7.07M 0.01%
21,197
-356
875
$7.07M 0.01%
84,797
+13,400
33 34
35
36 37