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
1401
$2.78M ﹤0.01%
+127,129
1402
$2.78M ﹤0.01%
74,763
-15,552
1403
$2.77M ﹤0.01%
16,854
-16,754
1404
$2.77M ﹤0.01%
99,168
+21,393
1405
$2.77M ﹤0.01%
27,604
+7,311
1406
$2.77M ﹤0.01%
112,681
-74,130
1407
$2.77M ﹤0.01%
9,796
+4,120
1408
$2.76M ﹤0.01%
141,909
+17,870
1409
$2.76M ﹤0.01%
192,582
-7,008
1410
$2.76M ﹤0.01%
200,674
+6,535
1411
$2.75M ﹤0.01%
56,475
-56,412
1412
$2.75M ﹤0.01%
24,113
-3,587
1413
$2.74M ﹤0.01%
30,359
+506
1414
$2.74M ﹤0.01%
29,931
-4,671
1415
$2.74M ﹤0.01%
103,511
+59,638
1416
$2.74M ﹤0.01%
62,918
-17,530
1417
$2.73M ﹤0.01%
48,303
+17,638
1418
$2.73M ﹤0.01%
13,683
+5,694
1419
$2.73M ﹤0.01%
37,745
+1,848
1420
$2.73M ﹤0.01%
55,516
-11,868
1421
$2.72M ﹤0.01%
28,687
+6,094
1422
$2.72M ﹤0.01%
14,983
-337
1423
$2.71M ﹤0.01%
26,449
-2,922
1424
$2.71M ﹤0.01%
157,704
+37,810
1425
$2.7M ﹤0.01%
+193,800
55 56
57
58 59