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
1426
$2.7M ﹤0.01%
100,095
+39,219
1427
$2.69M ﹤0.01%
63,116
-11,886
1428
$2.69M ﹤0.01%
316,415
+10,900
1429
$2.69M ﹤0.01%
43,622
+1,809
1430
$2.69M ﹤0.01%
133,992
+53,070
1431
$2.68M ﹤0.01%
84,796
+15,042
1432
$2.67M ﹤0.01%
37,010
-6,009
1433
$2.67M ﹤0.01%
10,024
+5,282
1434
$2.67M ﹤0.01%
17,366
+2,071
1435
$2.67M ﹤0.01%
46,170
-3,273
1436
$2.65M ﹤0.01%
33,523
-2,861
1437
$2.65M ﹤0.01%
24,324
+1,179
1438
$2.65M ﹤0.01%
51,057
-46,972
1439
$2.64M ﹤0.01%
80,792
+6,077
1440
$2.63M ﹤0.01%
29,612
-503
1441
$2.63M ﹤0.01%
51,430
+28,667
1442
$2.63M ﹤0.01%
62,558
-7,321
1443
$2.62M ﹤0.01%
19,778
-1,399
1444
$2.62M ﹤0.01%
187,586
+4,840
1445
$2.62M ﹤0.01%
29,277
1446
$2.61M ﹤0.01%
60,477
-5,583
1447
$2.61M ﹤0.01%
32,550
-32,883
1448
$2.61M ﹤0.01%
115,541
+81,887
1449
$2.61M ﹤0.01%
155,988
+251
1450
$2.6M ﹤0.01%
+35,846
56 57
58
59 60