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
1001
$5.58M 0.01%
57,236
+3,263
1002
$5.58M 0.01%
48,960
-8,828
1003
$5.57M 0.01%
129,084
-1,927
1004
$5.57M 0.01%
68,200
+2,709
1005
$5.56M 0.01%
63,299
-850
1006
$5.54M 0.01%
132,115
+7,899
1007
$5.52M 0.01%
140,232
+28,450
1008
$5.5M 0.01%
113,044
+1,355
1009
$5.46M 0.01%
23,130
-2,067
1010
$5.44M 0.01%
134,923
-7,509
1011
$5.44M 0.01%
247,300
+73,019
1012
$5.44M 0.01%
85,376
+4,237
1013
$5.42M 0.01%
136,278
+5,510
1014
$5.42M 0.01%
156,739
+22,595
1015
$5.41M 0.01%
119,046
-2,924
1016
$5.41M 0.01%
81,707
+5,889
1017
$5.41M 0.01%
132,681
+15,203
1018
$5.4M 0.01%
215,644
-5,233
1019
$5.4M 0.01%
129,648
+2,156
1020
$5.39M 0.01%
204,660
-6,858
1021
$5.38M 0.01%
268,341
+9,534
1022
$5.37M 0.01%
185,353
+870
1023
$5.34M 0.01%
49,368
-2,608
1024
$5.34M 0.01%
56,777
+4,480
1025
$5.31M 0.01%
172,300
+2,686
39 40
41
42 43