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
926
$6.49M 0.01%
23,548
-364
927
$6.49M 0.01%
111,857
-26,867
928
$6.45M 0.01%
43,115
-684
929
$6.44M 0.01%
177,376
+6,327
930
$6.43M 0.01%
220,543
+9,208
931
$6.42M 0.01%
40,327
+1,190
932
$6.41M 0.01%
80,676
-1,387
933
$6.4M 0.01%
120,681
+14,451
934
$6.37M 0.01%
86,357
+4,943
935
$6.35M 0.01%
128,035
-8,714
936
$6.32M 0.01%
80,802
+2,554
937
$6.31M 0.01%
70,083
+6,257
938
$6.28M 0.01%
247,893
+26,311
939
$6.27M 0.01%
424,098
+23,205
940
$6.25M 0.01%
126,204
+16,695
941
$6.25M 0.01%
33,131
-8,357
942
$6.24M 0.01%
84,302
-5,910
943
$6.24M 0.01%
215,760
+64,910
944
$6.21M 0.01%
154,180
-214
945
$6.21M 0.01%
46,934
+256
946
$6.19M 0.01%
33,588
+6,182
947
$6.18M 0.01%
135,635
+476
948
$6.16M 0.01%
123,500
+39,735
949
$6.16M 0.01%
68,126
+31,340
950
$6.15M 0.01%
187,599
+13,646
36 37
38
39 40