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
1551
$2.19M ﹤0.01%
79,786
+54,399
1552
$2.19M ﹤0.01%
22,930
+2,660
1553
$2.19M ﹤0.01%
103,255
+37,746
1554
$2.19M ﹤0.01%
44,812
-24,813
1555
$2.18M ﹤0.01%
19,932
+9,377
1556
$2.18M ﹤0.01%
124,442
+5,462
1557
$2.18M ﹤0.01%
55,876
-1,793
1558
$2.17M ﹤0.01%
41,682
+17,346
1559
$2.17M ﹤0.01%
24,646
+3,392
1560
$2.17M ﹤0.01%
+129,914
1561
$2.17M ﹤0.01%
51,106
+9,137
1562
$2.16M ﹤0.01%
40,763
+4,891
1563
$2.16M ﹤0.01%
104,230
+12,890
1564
$2.15M ﹤0.01%
334,649
-1,370
1565
$2.15M ﹤0.01%
+180,440
1566
$2.15M ﹤0.01%
25,187
+2,504
1567
$2.15M ﹤0.01%
127,855
+20,532
1568
$2.15M ﹤0.01%
46,785
-11,099
1569
$2.15M ﹤0.01%
24,895
-1
1570
$2.14M ﹤0.01%
44,262
+32,530
1571
$2.14M ﹤0.01%
62,158
+993
1572
$2.13M ﹤0.01%
49,268
+6,617
1573
$2.13M ﹤0.01%
81,150
-12,245
1574
$2.12M ﹤0.01%
12,391
-6,417
1575
$2.12M ﹤0.01%
22,646
-9,499
61 62
63
64 65