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
1126
$4.41M 0.01%
405,578
+2,320
1127
$4.39M 0.01%
109,629
-23,616
1128
$4.39M 0.01%
121,411
+16,176
1129
$4.38M 0.01%
244,748
+299
1130
$4.38M 0.01%
126,695
+502
1131
$4.36M 0.01%
+94,345
1132
$4.35M 0.01%
95,839
-71,157
1133
$4.34M 0.01%
118,151
+40,134
1134
$4.34M 0.01%
99,853
-2,304
1135
$4.34M 0.01%
166,132
+2,372
1136
$4.34M 0.01%
72,416
-2,088
1137
$4.34M 0.01%
202,616
+94,901
1138
$4.33M 0.01%
126,523
+1,990
1139
$4.33M 0.01%
82,921
-178,206
1140
$4.33M 0.01%
57,850
-1,429
1141
$4.33M 0.01%
104,705
-8,324
1142
$4.33M 0.01%
112,672
+25,631
1143
$4.29M 0.01%
320,847
-6,618
1144
$4.28M 0.01%
45,240
+7,748
1145
$4.27M 0.01%
295,789
+15,242
1146
$4.27M 0.01%
63,417
+54,131
1147
$4.27M 0.01%
95,947
-2,022
1148
$4.25M 0.01%
74,940
-1,142
1149
$4.24M 0.01%
174,292
-98,063
1150
$4.24M 0.01%
+28,323
44 45
46
47 48