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
1351
$3M ﹤0.01%
108,710
-46
1352
$2.99M ﹤0.01%
44,891
+1,389
1353
$2.99M ﹤0.01%
69,745
+1,013
1354
$2.98M ﹤0.01%
129,352
-19,736
1355
$2.98M ﹤0.01%
56,280
+1,181
1356
$2.97M ﹤0.01%
26,948
-5,536
1357
$2.97M ﹤0.01%
68,660
+3,402
1358
$2.96M ﹤0.01%
36,147
-29,207
1359
$2.96M ﹤0.01%
108,970
-192
1360
$2.96M ﹤0.01%
106,320
+1,190
1361
$2.95M ﹤0.01%
567,278
+158,673
1362
$2.94M ﹤0.01%
112,257
+19,218
1363
$2.93M ﹤0.01%
8,621
-1,632
1364
$2.93M ﹤0.01%
150,081
-85,400
1365
$2.93M ﹤0.01%
75,204
-4,564
1366
$2.93M ﹤0.01%
17,039
-5,346
1367
$2.92M ﹤0.01%
46,100
+13,447
1368
$2.91M ﹤0.01%
73,717
+7,447
1369
$2.9M ﹤0.01%
91,007
+10,781
1370
$2.9M ﹤0.01%
134,642
-34,648
1371
$2.9M ﹤0.01%
83,243
+5,372
1372
$2.89M ﹤0.01%
20,200
+1,967
1373
$2.88M ﹤0.01%
18,196
-31
1374
$2.88M ﹤0.01%
15,288
+1,213
1375
$2.88M ﹤0.01%
56,285
-5,416
53 54
55
56 57