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
1326
$3.1M ﹤0.01%
46,380
+3,066
1327
$3.1M ﹤0.01%
543,804
-41,479
1328
$3.08M ﹤0.01%
+54,897
1329
$3.08M ﹤0.01%
150,349
+1,221
1330
$3.08M ﹤0.01%
+59,082
1331
$3.07M ﹤0.01%
159,218
+143,125
1332
$3.07M ﹤0.01%
126,130
+2,172
1333
$3.07M ﹤0.01%
86,653
+10,917
1334
$3.06M ﹤0.01%
86,503
+1,272
1335
$3.06M ﹤0.01%
76,112
-23,402
1336
$3.06M ﹤0.01%
198,934
+19,065
1337
$3.05M ﹤0.01%
22,124
+998
1338
$3.05M ﹤0.01%
131,945
+91,208
1339
$3.04M ﹤0.01%
118,111
+4,728
1340
$3.04M ﹤0.01%
17,446
+1,957
1341
$3.04M ﹤0.01%
105,945
+35,115
1342
$3.04M ﹤0.01%
80,407
-649
1343
$3.03M ﹤0.01%
40,106
+6,897
1344
$3.02M ﹤0.01%
202,312
+52,799
1345
$3.02M ﹤0.01%
115,238
+33,052
1346
$3.02M ﹤0.01%
4,237
+1,945
1347
$3.02M ﹤0.01%
59,844
+1,547
1348
$3.01M ﹤0.01%
94,505
+3,175
1349
$3.01M ﹤0.01%
14,820
-409
1350
$3.01M ﹤0.01%
247,489
+23,990
52 53
54
55 56