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
1476
$2.47M ﹤0.01%
20,854
-14,548
1477
$2.47M ﹤0.01%
50,860
+5,820
1478
$2.47M ﹤0.01%
42,664
+16,008
1479
$2.47M ﹤0.01%
130,538
+15,546
1480
$2.46M ﹤0.01%
38,008
+4,282
1481
$2.42M ﹤0.01%
29,849
+4,588
1482
$2.42M ﹤0.01%
+92,187
1483
$2.42M ﹤0.01%
28,626
-8,635
1484
$2.42M ﹤0.01%
51,408
+3,307
1485
$2.42M ﹤0.01%
23,145
+15,829
1486
$2.42M ﹤0.01%
310,484
-10,656
1487
$2.41M ﹤0.01%
127,093
+59,158
1488
$2.41M ﹤0.01%
77,000
1489
$2.41M ﹤0.01%
18,584
+211
1490
$2.39M ﹤0.01%
94,422
+7,055
1491
$2.39M ﹤0.01%
48,278
+1,330
1492
$2.38M ﹤0.01%
143,000
1493
$2.38M ﹤0.01%
39,604
+19,633
1494
$2.38M ﹤0.01%
83,491
+70,264
1495
$2.38M ﹤0.01%
26,039
-17,363
1496
$2.38M ﹤0.01%
26,316
-20,511
1497
$2.38M ﹤0.01%
26,108
+990
1498
$2.37M ﹤0.01%
16,612
+11,145
1499
$2.37M ﹤0.01%
37,189
+9,559
1500
$2.36M ﹤0.01%
108,579
+14,185
58 59
60
61 62