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
1201
$3.85M 0.01%
152,166
+3,571
1202
$3.85M 0.01%
56,270
-485
1203
$3.82M 0.01%
46,258
-7,921
1204
$3.82M 0.01%
17,166
-258
1205
$3.81M 0.01%
59,693
+47,346
1206
$3.8M 0.01%
26,401
-410
1207
$3.8M 0.01%
28,857
-8,048
1208
$3.79M 0.01%
13,876
-2,878
1209
$3.76M 0.01%
313,012
+27,722
1210
$3.76M 0.01%
46,651
-538
1211
$3.75M 0.01%
22,601
-153
1212
$3.75M 0.01%
43,136
+24,411
1213
$3.74M 0.01%
+54,968
1214
$3.73M 0.01%
41,018
+1,820
1215
$3.71M 0.01%
98,861
-28,312
1216
$3.71M 0.01%
80,011
-423
1217
$3.7M 0.01%
176,759
-5,235
1218
$3.7M 0.01%
63,301
+18,974
1219
$3.7M 0.01%
31,200
-676
1220
$3.69M 0.01%
93,589
-758
1221
$3.69M 0.01%
258,977
-19,624
1222
$3.68M 0.01%
57,687
+1,772
1223
$3.67M 0.01%
21,764
+3,054
1224
$3.67M 0.01%
195,743
+20,221
1225
$3.66M 0.01%
74,844
-44,380
47 48
49
50 51