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
1451
$2.6M ﹤0.01%
30,344
+2,156
1452
$2.58M ﹤0.01%
99,387
-23,754
1453
$2.58M ﹤0.01%
218,439
+71,263
1454
$2.58M ﹤0.01%
+113,715
1455
$2.57M ﹤0.01%
82,789
-5,244
1456
$2.55M ﹤0.01%
52,005
+10,163
1457
$2.55M ﹤0.01%
251,888
+5,726
1458
$2.55M ﹤0.01%
70,527
-1,494
1459
$2.54M ﹤0.01%
62,153
-1,275
1460
$2.53M ﹤0.01%
180,251
+39,789
1461
$2.52M ﹤0.01%
+32,365
1462
$2.52M ﹤0.01%
42,756
+4,554
1463
$2.52M ﹤0.01%
170,190
+54,931
1464
$2.52M ﹤0.01%
156,986
-186,459
1465
$2.51M ﹤0.01%
54,607
-662
1466
$2.5M ﹤0.01%
220,434
+5,750
1467
$2.49M ﹤0.01%
73,261
+40,829
1468
$2.49M ﹤0.01%
12,549
+2,369
1469
$2.49M ﹤0.01%
40,624
-1,457
1470
$2.48M ﹤0.01%
50,598
-7,643
1471
$2.48M ﹤0.01%
118,671
+29,976
1472
$2.48M ﹤0.01%
95,225
+29,795
1473
$2.48M ﹤0.01%
111,434
+5,157
1474
$2.48M ﹤0.01%
23,778
+17,790
1475
$2.48M ﹤0.01%
78,868
+70,492
57 58
59
60 61