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
1376
$2.88M ﹤0.01%
46,845
+227
1377
$2.88M ﹤0.01%
568,660
+201,133
1378
$2.87M ﹤0.01%
24,441
-1,635
1379
$2.86M ﹤0.01%
13,725
+1,801
1380
$2.85M ﹤0.01%
48,897
-63,484
1381
$2.85M ﹤0.01%
96,957
+32,162
1382
$2.85M ﹤0.01%
34,477
+8,323
1383
$2.84M ﹤0.01%
56,533
-2,395
1384
$2.83M ﹤0.01%
45,531
-28,863
1385
$2.83M ﹤0.01%
19,863
+273
1386
$2.83M ﹤0.01%
53,117
-26,872
1387
$2.83M ﹤0.01%
121,517
-6,270
1388
$2.82M ﹤0.01%
24,996
+158
1389
$2.82M ﹤0.01%
39,283
+9,229
1390
$2.82M ﹤0.01%
30,058
+12,885
1391
$2.82M ﹤0.01%
45,593
+7,360
1392
$2.81M ﹤0.01%
347,603
+60,858
1393
$2.81M ﹤0.01%
25,193
+3,276
1394
$2.81M ﹤0.01%
145,541
+25,179
1395
$2.81M ﹤0.01%
57,073
-377
1396
$2.81M ﹤0.01%
25,388
+8,115
1397
$2.81M ﹤0.01%
+213,262
1398
$2.81M ﹤0.01%
43,152
-17,607
1399
$2.79M ﹤0.01%
75,031
+27,456
1400
$2.78M ﹤0.01%
86,204
-5,128
54 55
56
57 58