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
1076
$4.78M 0.01%
376,957
+112,066
1077
$4.77M 0.01%
138,700
+84,646
1078
$4.77M 0.01%
60,463
+4,807
1079
$4.75M 0.01%
85,908
+6,987
1080
$4.74M 0.01%
88,118
-1,395
1081
$4.74M 0.01%
94,237
+40,508
1082
$4.72M 0.01%
162,031
+988
1083
$4.72M 0.01%
25,116
+560
1084
$4.72M 0.01%
107,914
+14,731
1085
$4.72M 0.01%
45,038
+37,494
1086
$4.71M 0.01%
25,655
+356
1087
$4.7M 0.01%
42,172
-23
1088
$4.7M 0.01%
75,137
-731
1089
$4.69M 0.01%
282,631
-15,743
1090
$4.69M 0.01%
35,734
+2,517
1091
$4.67M 0.01%
150,289
-62,747
1092
$4.67M 0.01%
168,131
-7,017
1093
$4.66M 0.01%
80,345
-3,437
1094
$4.65M 0.01%
80,338
+8,201
1095
$4.65M 0.01%
397,180
+40,227
1096
$4.64M 0.01%
39,904
-383
1097
$4.63M 0.01%
27,950
+1,835
1098
$4.62M 0.01%
178,389
+66,359
1099
$4.62M 0.01%
106,237
+39
1100
$4.61M 0.01%
115,632
+4,318
42 43
44
45 46