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
1251
$3.47M ﹤0.01%
72,949
-45,074
1252
$3.46M ﹤0.01%
21,392
-1,511
1253
$3.46M ﹤0.01%
132,843
+772
1254
$3.46M ﹤0.01%
35,903
+1,228
1255
$3.44M ﹤0.01%
82,049
-7,316
1256
$3.44M ﹤0.01%
54,796
+6,303
1257
$3.44M ﹤0.01%
61,568
-6,882
1258
$3.43M ﹤0.01%
75,000
1259
$3.43M ﹤0.01%
246,171
+2,400
1260
$3.42M ﹤0.01%
142,049
+4,439
1261
$3.41M ﹤0.01%
137,043
-1,119
1262
$3.4M ﹤0.01%
31,881
-8,156
1263
$3.4M ﹤0.01%
27,225
+8,522
1264
$3.39M ﹤0.01%
18,523
-183
1265
$3.39M ﹤0.01%
312,634
-14,500
1266
$3.39M ﹤0.01%
75,361
+29,271
1267
$3.38M ﹤0.01%
32,607
+8,508
1268
$3.38M ﹤0.01%
169,261
+18,922
1269
$3.38M ﹤0.01%
110,364
+15,666
1270
$3.38M ﹤0.01%
66,474
-1,975
1271
$3.38M ﹤0.01%
141,199
+5,708
1272
$3.37M ﹤0.01%
268,331
+14,645
1273
$3.37M ﹤0.01%
132,759
+29,905
1274
$3.36M ﹤0.01%
191,782
-3,750
1275
$3.35M ﹤0.01%
170,524
+146,212
49 50
51
52 53