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
876
$7.06M 0.01%
100,944
+5,188
877
$7.04M 0.01%
541,460
-170,928
878
$7.03M 0.01%
189,209
+5,520
879
$7.01M 0.01%
135,037
+6,392
880
$7.01M 0.01%
64,929
+10,538
881
$7.01M 0.01%
148,458
+3,767
882
$7.01M 0.01%
84,053
-29,516
883
$7M 0.01%
278,874
+70,730
884
$6.99M 0.01%
82,479
+2,256
885
$6.98M 0.01%
198,630
-28,790
886
$6.96M 0.01%
107,731
-15,646
887
$6.95M 0.01%
225,614
+4,410
888
$6.95M 0.01%
199,579
+26,780
889
$6.92M 0.01%
151,685
+812
890
$6.92M 0.01%
51,400
-1,326
891
$6.9M 0.01%
49,749
+1,361
892
$6.88M 0.01%
58,724
+22,430
893
$6.86M 0.01%
222,038
+16,291
894
$6.86M 0.01%
54,720
+3,492
895
$6.82M 0.01%
17,619
+3,880
896
$6.81M 0.01%
306,050
-147,763
897
$6.81M 0.01%
46,777
+8,083
898
$6.78M 0.01%
352,924
+12,167
899
$6.78M 0.01%
59,438
-16,106
900
$6.77M 0.01%
109,722
+22,617
34 35
36
37 38