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
1626
$1.97M ﹤0.01%
23,473
+3,294
1627
$1.96M ﹤0.01%
40,457
-1,329
1628
$1.96M ﹤0.01%
120,490
-7,696
1629
$1.96M ﹤0.01%
112,873
+68,315
1630
$1.96M ﹤0.01%
+259,448
1631
$1.95M ﹤0.01%
187,425
+2,186
1632
$1.95M ﹤0.01%
78,308
-18,254
1633
$1.95M ﹤0.01%
16,325
+12,429
1634
$1.95M ﹤0.01%
55,274
-2,420
1635
$1.94M ﹤0.01%
28,702
-5,726
1636
$1.94M ﹤0.01%
132,837
+78,011
1637
$1.94M ﹤0.01%
43,528
-17,678
1638
$1.93M ﹤0.01%
9,190
-984
1639
$1.92M ﹤0.01%
40,119
-10,497
1640
$1.92M ﹤0.01%
59,286
-5,811
1641
$1.92M ﹤0.01%
91,525
+46,493
1642
$1.92M ﹤0.01%
81,237
+1,603
1643
$1.92M ﹤0.01%
39,752
-4,704
1644
$1.92M ﹤0.01%
34,787
-13,432
1645
$1.91M ﹤0.01%
241,002
+249
1646
$1.91M ﹤0.01%
56,634
+31,750
1647
$1.91M ﹤0.01%
21,609
-1,852
1648
$1.91M ﹤0.01%
2,863
+2,614
1649
$1.9M ﹤0.01%
65,000
+2,000
1650
$1.9M ﹤0.01%
20,260
+116
64 65
66
67 68