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
901
$6.76M 0.01%
1,513
+92
902
$6.75M 0.01%
121,996
-21,816
903
$6.74M 0.01%
46,175
+26,514
904
$6.74M 0.01%
193,634
-76,788
905
$6.73M 0.01%
583,008
+26,873
906
$6.7M 0.01%
111,369
-121,389
907
$6.69M 0.01%
123,398
-327
908
$6.67M 0.01%
80,525
-211
909
$6.67M 0.01%
113,213
+25,145
910
$6.67M 0.01%
145,367
-5,451
911
$6.65M 0.01%
22,361
-1,956
912
$6.65M 0.01%
308,002
+82,620
913
$6.63M 0.01%
104,858
-80,628
914
$6.6M 0.01%
186,184
-46,510
915
$6.6M 0.01%
76,406
+8,124
916
$6.59M 0.01%
215,745
-116,939
917
$6.58M 0.01%
149,075
-2,356
918
$6.56M 0.01%
4,999
+283
919
$6.53M 0.01%
109,877
-3,468
920
$6.53M 0.01%
119,872
-42,147
921
$6.53M 0.01%
142,306
-14,651
922
$6.52M 0.01%
171,699
-7,267
923
$6.51M 0.01%
129,706
+64,351
924
$6.5M 0.01%
257,335
+6,728
925
$6.5M 0.01%
48,459
+41,660
35 36
37
38 39