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
951
$6.14M 0.01%
58,252
+2,369
952
$6.12M 0.01%
72,088
+3,882
953
$6.11M 0.01%
205,922
+3,789
954
$6.1M 0.01%
283,550
+5,095
955
$6.1M 0.01%
507,680
+136,114
956
$6.07M 0.01%
43,518
-461
957
$6.07M 0.01%
52,961
-23,337
958
$6.06M 0.01%
74,449
+1,142
959
$6.06M 0.01%
155,858
+28,075
960
$6.05M 0.01%
35,893
+969
961
$6.04M 0.01%
40,012
+1,264
962
$6.03M 0.01%
76,759
-30,801
963
$6.03M 0.01%
279,929
+989
964
$6.02M 0.01%
127,969
-383
965
$6.02M 0.01%
241,432
+3,887
966
$6.01M 0.01%
59,670
-6,574
967
$6M 0.01%
527,083
+95,137
968
$6M 0.01%
40,207
+13
969
$5.96M 0.01%
186,026
+7,885
970
$5.94M 0.01%
232,072
+217,238
971
$5.94M 0.01%
83,234
-987
972
$5.91M 0.01%
84,179
+32,934
973
$5.9M 0.01%
34,315
+1,771
974
$5.9M 0.01%
100,723
-220
975
$5.89M 0.01%
71,566
-14,917
37 38
39
40 41