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
1176
$4.03M 0.01%
48,104
-68,645
1177
$4.03M 0.01%
58,150
-28,228
1178
$4.02M 0.01%
55,637
-7,251
1179
$4.02M 0.01%
435,592
+96,196
1180
$4.01M 0.01%
40,756
-260
1181
$4.01M 0.01%
33,778
-8,353
1182
$4M 0.01%
70,549
+32,827
1183
$4M 0.01%
30,192
+1,256
1184
$3.99M 0.01%
160,850
-13,367
1185
$3.97M 0.01%
62,344
+15,166
1186
$3.97M 0.01%
129,660
+5,520
1187
$3.96M 0.01%
103,009
+27,035
1188
$3.96M 0.01%
30,176
-2,449
1189
$3.94M 0.01%
128,650
+3,062
1190
$3.94M 0.01%
57,155
+9,518
1191
$3.94M 0.01%
498,067
+131,769
1192
$3.93M 0.01%
2,683
+740
1193
$3.91M 0.01%
115,523
-4,357
1194
$3.9M 0.01%
26,126
+11,119
1195
$3.88M 0.01%
11,653
-1,757
1196
$3.88M 0.01%
73,787
+7,270
1197
$3.88M 0.01%
626,393
+24,457
1198
$3.86M 0.01%
48,658
-1,386
1199
$3.85M 0.01%
82,626
+14,076
1200
$3.85M 0.01%
64,958
+42,843
46 47
48
49 50