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
1276
$3.35M ﹤0.01%
85,719
-21,522
1277
$3.34M ﹤0.01%
+82,652
1278
$3.34M ﹤0.01%
90,047
+1,402
1279
$3.33M ﹤0.01%
196,968
-5,225
1280
$3.33M ﹤0.01%
65,251
-9,625
1281
$3.33M ﹤0.01%
119,785
-7,647
1282
$3.32M ﹤0.01%
53,224
+1,992
1283
$3.32M ﹤0.01%
128,994
+19,259
1284
$3.32M ﹤0.01%
70,794
-859
1285
$3.32M ﹤0.01%
27,957
+938
1286
$3.32M ﹤0.01%
+172,048
1287
$3.32M ﹤0.01%
355,004
+18,787
1288
$3.31M ﹤0.01%
72,630
-30,366
1289
$3.3M ﹤0.01%
363,923
-11,106
1290
$3.29M ﹤0.01%
27,392
-16,408
1291
$3.28M ﹤0.01%
18,731
+4,073
1292
$3.28M ﹤0.01%
67,346
+9,648
1293
$3.28M ﹤0.01%
144,520
+496
1294
$3.27M ﹤0.01%
45,654
+2,387
1295
$3.27M ﹤0.01%
154,303
+30,336
1296
$3.26M ﹤0.01%
102,660
-11,433
1297
$3.25M ﹤0.01%
27,668
+6,039
1298
$3.25M ﹤0.01%
106,857
+92,083
1299
$3.24M ﹤0.01%
88,052
-13,469
1300
$3.24M ﹤0.01%
218,355
+92,938
50 51
52
53 54