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
1101
$4.6M 0.01%
114,983
+39,225
1102
$4.6M 0.01%
61,844
-46,122
1103
$4.59M 0.01%
75,701
-677
1104
$4.56M 0.01%
38,684
+24,017
1105
$4.55M 0.01%
187,363
+40
1106
$4.54M 0.01%
388,456
+140,796
1107
$4.53M 0.01%
49,251
-33,517
1108
$4.52M 0.01%
49,420
+5,468
1109
$4.51M 0.01%
36,315
+5,232
1110
$4.5M 0.01%
28,940
+6,064
1111
$4.5M 0.01%
48,143
+1,555
1112
$4.5M 0.01%
322,120
-2,828
1113
$4.49M 0.01%
87,713
+2,872
1114
$4.48M 0.01%
71,019
-480
1115
$4.48M 0.01%
+89,288
1116
$4.47M 0.01%
46,647
+27,362
1117
$4.46M 0.01%
49,571
+21,178
1118
$4.46M 0.01%
161,818
+14,964
1119
$4.46M 0.01%
118,959
+65,638
1120
$4.45M 0.01%
192,965
+302
1121
$4.44M 0.01%
146,001
+30,481
1122
$4.42M 0.01%
150,486
-9,901
1123
$4.42M 0.01%
29,259
-28,031
1124
$4.41M 0.01%
109,939
+62,269
1125
$4.41M 0.01%
58,508
+36,321
43 44
45
46 47