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
976
$5.86M 0.01%
95,573
+39,280
977
$5.86M 0.01%
58,723
-1,510
978
$5.85M 0.01%
74,487
-161
979
$5.81M 0.01%
22,888
-290
980
$5.8M 0.01%
86,613
+15,243
981
$5.8M 0.01%
100,372
-12,294
982
$5.79M 0.01%
141,425
+24,417
983
$5.78M 0.01%
49,005
-2,967
984
$5.78M 0.01%
117,940
-2,709
985
$5.78M 0.01%
80,096
-10,310
986
$5.77M 0.01%
61,566
-6,515
987
$5.76M 0.01%
122,809
+2,703
988
$5.76M 0.01%
441,472
-98,506
989
$5.75M 0.01%
19,368
-8,111
990
$5.74M 0.01%
200,743
+6,372
991
$5.74M 0.01%
101,401
-31
992
$5.74M 0.01%
34,353
+2,560
993
$5.71M 0.01%
152,220
-47,845
994
$5.7M 0.01%
121,348
+7,067
995
$5.69M 0.01%
225,081
+14,082
996
$5.68M 0.01%
201,841
-1,734
997
$5.67M 0.01%
149,701
+87,633
998
$5.66M 0.01%
283,098
-10,457
999
$5.6M 0.01%
73,650
+975
1000
$5.6M 0.01%
41,512
-18,222
38 39
40
41 42