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
76
$226M 0.31%
935,166
+40,641
77
$225M 0.31%
1,847,575
+775,021
78
$224M 0.31%
905,023
-11,602
79
$216M 0.3%
2,086,152
-74,982
80
$215M 0.29%
1,813,670
+58,018
81
$215M 0.29%
1,169,209
-22,586
82
$211M 0.29%
1,622,430
+97,704
83
$211M 0.29%
774,388
-19,709
84
$211M 0.29%
2,127,261
+227,765
85
$208M 0.28%
1,124,452
+53,329
86
$206M 0.28%
1,278,691
+58,936
87
$206M 0.28%
3,392,880
+28,496
88
$203M 0.28%
1,512,203
-44,454
89
$202M 0.28%
1,328,095
-29,607
90
$200M 0.27%
699,398
+68,046
91
$196M 0.27%
351,568
+20,633
92
$195M 0.27%
908,082
-419,426
93
$193M 0.26%
3,412,509
-394,548
94
$192M 0.26%
1,063,945
+305,289
95
$192M 0.26%
1,524,827
+16,254
96
$188M 0.26%
4,082,350
+919,297
97
$187M 0.25%
388,367
-29,073
98
$177M 0.24%
834,549
+34,924
99
$176M 0.24%
827,570
+64,766
100
$173M 0.24%
3,150,765
+140,044
2 3
4
5 6