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
126
$138M 0.19%
1,468,976
+28,871
127
$135M 0.18%
3,196,304
+236,619
128
$134M 0.18%
5,037,558
+1,935,990
129
$134M 0.18%
562,169
+33,715
130
$134M 0.18%
1,715,603
-215,136
131
$132M 0.18%
3,837,059
+46,455
132
$131M 0.18%
314,666
-13,193
133
$130M 0.18%
2,345,366
+259,788
134
$128M 0.17%
1,007,991
+107,467
135
$127M 0.17%
7,133,888
+157,969
136
$127M 0.17%
783,400
+22,106
137
$126M 0.17%
165,426
-13,405
138
$126M 0.17%
545,453
+12,691
139
$126M 0.17%
1,245,205
-111,942
140
$125M 0.17%
928,750
+282,674
141
$123M 0.17%
568,545
+9,845
142
$123M 0.17%
1,668,327
-25,765
143
$122M 0.17%
1,450,001
-2,406
144
$122M 0.17%
1,087,654
+52,452
145
$121M 0.17%
1,002,840
-393,922
146
$119M 0.16%
958,149
+202,926
147
$119M 0.16%
1,534,182
+97,080
148
$118M 0.16%
2,579,292
+1,269,904
149
$117M 0.16%
2,504,087
-21,809
150
$117M 0.16%
3,176,910
-456,167
4 5
6
7 8