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
1576
$2.11M ﹤0.01%
29,168
-43
1577
$2.11M ﹤0.01%
73,685
-1,152
1578
$2.11M ﹤0.01%
26,105
+2,294
1579
$2.11M ﹤0.01%
33,625
+4,234
1580
$2.11M ﹤0.01%
28,912
+2,674
1581
$2.11M ﹤0.01%
22,880
-36
1582
$2.1M ﹤0.01%
+145,641
1583
$2.1M ﹤0.01%
+83,793
1584
$2.1M ﹤0.01%
112,515
+1,351
1585
$2.1M ﹤0.01%
82,182
+12,810
1586
$2.08M ﹤0.01%
29,323
-20,419
1587
$2.08M ﹤0.01%
104,057
+1,047
1588
$2.08M ﹤0.01%
77,310
-2,413
1589
$2.08M ﹤0.01%
28,151
+1,983
1590
$2.08M ﹤0.01%
46,360
-8,213
1591
$2.06M ﹤0.01%
48,878
-47
1592
$2.06M ﹤0.01%
27,714
-6,054
1593
$2.06M ﹤0.01%
22,395
+437
1594
$2.06M ﹤0.01%
78,426
+2,972
1595
$2.05M ﹤0.01%
23,967
+16,265
1596
$2.05M ﹤0.01%
+62,107
1597
$2.05M ﹤0.01%
25,893
-10,139
1598
$2.05M ﹤0.01%
34,137
-13,463
1599
$2.04M ﹤0.01%
44,042
+13,504
1600
$2.04M ﹤0.01%
154,794
+6,243
62 63
64
65 66