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
1151
$4.23M 0.01%
45,668
-20,641
1152
$4.22M 0.01%
979,936
-1,011
1153
$4.22M 0.01%
35,343
-1,540
1154
$4.22M 0.01%
71,437
+36,611
1155
$4.21M 0.01%
44,955
+3,295
1156
$4.2M 0.01%
132,112
-73,545
1157
$4.19M 0.01%
49,702
-921
1158
$4.19M 0.01%
20,185
-4,430
1159
$4.18M 0.01%
173,097
+10,892
1160
$4.17M 0.01%
67,800
+1,038
1161
$4.16M 0.01%
126,175
+13,805
1162
$4.16M 0.01%
71,377
+18,971
1163
$4.16M 0.01%
60,690
+10,233
1164
$4.15M 0.01%
90,877
-30,248
1165
$4.14M 0.01%
20,589
+1,986
1166
$4.13M 0.01%
63,692
-1,469
1167
$4.1M 0.01%
422,679
+17,576
1168
$4.09M 0.01%
98,860
+6,605
1169
$4.09M 0.01%
51,695
+4,022
1170
$4.08M 0.01%
37,914
+3,414
1171
$4.06M 0.01%
18,540
+3,705
1172
$4.04M 0.01%
57,806
+9,858
1173
$4.04M 0.01%
97,072
+79,582
1174
$4.03M 0.01%
51,008
+341
1175
$4.03M 0.01%
159,670
-29,862
45 46
47
48 49