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
101
$172M 0.23%
3,098,607
+188,581
102
$171M 0.23%
1,605,452
+9,464
103
$169M 0.23%
2,489,698
+183,731
104
$169M 0.23%
2,026,970
+470,373
105
$168M 0.23%
585,636
+2,658
106
$167M 0.23%
1,131,885
+111,249
107
$164M 0.22%
457,443
+25,137
108
$164M 0.22%
767,755
+2,974
109
$164M 0.22%
3,048,125
+151,840
110
$162M 0.22%
1,503,576
+50,489
111
$158M 0.22%
997,021
+183,402
112
$158M 0.22%
4,218,780
+469,140
113
$156M 0.21%
1,901,097
-63,027
114
$154M 0.21%
1,856,384
+33,931
115
$153M 0.21%
921,796
+4,184
116
$150M 0.2%
671,499
+93,678
117
$149M 0.2%
2,879,539
+134,357
118
$148M 0.2%
360,207
+96,105
119
$145M 0.2%
957,804
+511,933
120
$144M 0.2%
3,118,875
-21,610
121
$143M 0.2%
214,728
+68,350
122
$142M 0.19%
700,096
-2,111
123
$140M 0.19%
2,636,820
-376,653
124
$140M 0.19%
464,074
+29,038
125
$139M 0.19%
1,903,406
-133,675
3 4
5
6 7