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
1651
$1.9M ﹤0.01%
30,200
+11,595
1652
$1.9M ﹤0.01%
68,282
+19,173
1653
$1.89M ﹤0.01%
302,016
+52,372
1654
$1.89M ﹤0.01%
197,577
+13,376
1655
$1.89M ﹤0.01%
83,082
+1,498
1656
$1.89M ﹤0.01%
10,163
-8,188
1657
$1.88M ﹤0.01%
11,858
+4,038
1658
$1.88M ﹤0.01%
26,838
+10,507
1659
$1.88M ﹤0.01%
66,670
+11,193
1660
$1.88M ﹤0.01%
55,600
-6,470
1661
$1.88M ﹤0.01%
+186,398
1662
$1.87M ﹤0.01%
439,988
+37,924
1663
$1.87M ﹤0.01%
58,364
-45,018
1664
$1.87M ﹤0.01%
43,435
1665
$1.87M ﹤0.01%
15,466
+428
1666
$1.86M ﹤0.01%
27,522
+2,044
1667
$1.85M ﹤0.01%
56,993
+27,113
1668
$1.85M ﹤0.01%
63,804
-3,091
1669
$1.85M ﹤0.01%
21,008
+7,306
1670
$1.85M ﹤0.01%
34,452
+670
1671
$1.85M ﹤0.01%
39,048
+16,014
1672
$1.85M ﹤0.01%
141,899
+31,650
1673
$1.84M ﹤0.01%
21,398
+2,819
1674
$1.84M ﹤0.01%
90,970
+4,255
1675
$1.84M ﹤0.01%
14,707
+1,901
65 66
67
68 69