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
1526
$2.28M ﹤0.01%
100,890
-483
1527
$2.28M ﹤0.01%
216,196
+67,841
1528
$2.27M ﹤0.01%
24,229
-2,326
1529
$2.27M ﹤0.01%
29,381
+5,617
1530
$2.26M ﹤0.01%
62,399
+2,774
1531
$2.26M ﹤0.01%
154,518
-2,527
1532
$2.25M ﹤0.01%
60,978
+51,018
1533
$2.25M ﹤0.01%
112,690
+5,122
1534
$2.25M ﹤0.01%
60,323
+22,168
1535
$2.24M ﹤0.01%
91,539
+18,973
1536
$2.24M ﹤0.01%
72,669
+4,644
1537
$2.23M ﹤0.01%
73,465
-7,447
1538
$2.23M ﹤0.01%
79,814
-23,540
1539
$2.22M ﹤0.01%
76,700
+5,459
1540
$2.22M ﹤0.01%
67,144
+21,702
1541
$2.22M ﹤0.01%
82,166
-2,086
1542
$2.22M ﹤0.01%
44,021
-4,279
1543
$2.22M ﹤0.01%
29,931
-115
1544
$2.21M ﹤0.01%
133,434
+15,770
1545
$2.21M ﹤0.01%
35,881
+1,448
1546
$2.21M ﹤0.01%
+58,394
1547
$2.21M ﹤0.01%
65,827
+56,162
1548
$2.21M ﹤0.01%
34,013
-1,007
1549
$2.21M ﹤0.01%
44,801
+5,858
1550
$2.2M ﹤0.01%
7,082
+624
60 61
62
63 64