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
1601
$2.04M ﹤0.01%
211,759
-2,401
1602
$2.04M ﹤0.01%
23,361
-2,584
1603
$2.03M ﹤0.01%
96,296
+25,381
1604
$2.03M ﹤0.01%
85,206
-529,909
1605
$2.03M ﹤0.01%
78,362
+1,891
1606
$2.03M ﹤0.01%
43,628
+3,532
1607
$2.02M ﹤0.01%
421,919
+22,209
1608
$2.02M ﹤0.01%
155,067
-45,769
1609
$2.02M ﹤0.01%
11,031
+256
1610
$2.02M ﹤0.01%
55,969
+912
1611
$2.02M ﹤0.01%
33,320
+6,872
1612
$2.02M ﹤0.01%
25,326
+883
1613
$2.01M ﹤0.01%
254,489
+65,895
1614
$2.01M ﹤0.01%
20,383
+7,410
1615
$1.99M ﹤0.01%
14,470
+1,748
1616
$1.99M ﹤0.01%
72,287
-6,662
1617
$1.99M ﹤0.01%
12,176
-2,500
1618
$1.98M ﹤0.01%
40,163
+3,430
1619
$1.98M ﹤0.01%
27,809
-31,537
1620
$1.98M ﹤0.01%
44,350
+3,253
1621
$1.98M ﹤0.01%
110,548
-138,913
1622
$1.98M ﹤0.01%
18,785
+15,760
1623
$1.97M ﹤0.01%
13,860
-996
1624
$1.97M ﹤0.01%
75,477
+52,127
1625
$1.97M ﹤0.01%
27,198
-36,244
63 64
65
66 67