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
1226
$3.66M 0.01%
86,148
-9,115
1227
$3.64M 0.01%
55,700
-1,096
1228
$3.64M 0.01%
54,889
-8,100
1229
$3.63M 0.01%
207,055
-26,940
1230
$3.63M 0.01%
102,693
+2
1231
$3.62M ﹤0.01%
58,517
-502
1232
$3.61M ﹤0.01%
126,656
+49,660
1233
$3.61M ﹤0.01%
36,387
+88
1234
$3.6M ﹤0.01%
41,609
+8,796
1235
$3.59M ﹤0.01%
17,484
+978
1236
$3.57M ﹤0.01%
53,857
+14,108
1237
$3.56M ﹤0.01%
69,629
+28,356
1238
$3.55M ﹤0.01%
30,402
+379
1239
$3.55M ﹤0.01%
45,992
-84,284
1240
$3.55M ﹤0.01%
99,679
+24,705
1241
$3.52M ﹤0.01%
138,089
+78,660
1242
$3.51M ﹤0.01%
165,300
+6,833
1243
$3.51M ﹤0.01%
+76,692
1244
$3.51M ﹤0.01%
142,022
-725
1245
$3.5M ﹤0.01%
30,153
-7,136
1246
$3.5M ﹤0.01%
6,221
-807
1247
$3.5M ﹤0.01%
43,031
-49,795
1248
$3.48M ﹤0.01%
+67,007
1249
$3.48M ﹤0.01%
138,764
-23,062
1250
$3.47M ﹤0.01%
60,130
-63,055
48 49
50
51 52