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
1301
$3.23M ﹤0.01%
35,047
-13,441
1302
$3.22M ﹤0.01%
99,479
+12,662
1303
$3.22M ﹤0.01%
12,898
+233
1304
$3.21M ﹤0.01%
44,598
-3,500
1305
$3.21M ﹤0.01%
165,522
+15,260
1306
$3.21M ﹤0.01%
162,447
-284
1307
$3.2M ﹤0.01%
42,937
+2,243
1308
$3.19M ﹤0.01%
148,320
-465
1309
$3.19M ﹤0.01%
54,236
-21,595
1310
$3.17M ﹤0.01%
65,313
+9,034
1311
$3.17M ﹤0.01%
36,059
+6,333
1312
$3.16M ﹤0.01%
118,354
+108,062
1313
$3.16M ﹤0.01%
213,183
-18,405
1314
$3.16M ﹤0.01%
80,669
+4,845
1315
$3.15M ﹤0.01%
34,860
+3,057
1316
$3.15M ﹤0.01%
81,120
+9,598
1317
$3.14M ﹤0.01%
67,330
-3,759
1318
$3.13M ﹤0.01%
70,489
+20,967
1319
$3.13M ﹤0.01%
39,977
+23,496
1320
$3.13M ﹤0.01%
28,117
-23
1321
$3.13M ﹤0.01%
54,566
-5,561
1322
$3.13M ﹤0.01%
39,038
+7,989
1323
$3.11M ﹤0.01%
508,288
+32,859
1324
$3.11M ﹤0.01%
76,267
+29,767
1325
$3.11M ﹤0.01%
72,341
-19,119
51 52
53
54 55