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
1676
$1.83M ﹤0.01%
148,342
-31,734
1677
$1.83M ﹤0.01%
47,404
-14,958
1678
$1.83M ﹤0.01%
58,184
+33,467
1679
$1.83M ﹤0.01%
344,625
-161
1680
$1.82M ﹤0.01%
26,471
-6,699
1681
$1.82M ﹤0.01%
48,823
+750
1682
$1.82M ﹤0.01%
18,961
+6,637
1683
$1.82M ﹤0.01%
70,038
1684
$1.81M ﹤0.01%
10,883
-97
1685
$1.81M ﹤0.01%
31,009
+205
1686
$1.81M ﹤0.01%
6,029
+1,476
1687
$1.81M ﹤0.01%
12,271
-155
1688
$1.8M ﹤0.01%
56,336
+14,089
1689
$1.8M ﹤0.01%
105,512
+24,361
1690
$1.8M ﹤0.01%
70,673
+1,516
1691
$1.8M ﹤0.01%
13,949
+300
1692
$1.8M ﹤0.01%
65,000
1693
$1.79M ﹤0.01%
+51,464
1694
$1.79M ﹤0.01%
56,860
+8,477
1695
$1.79M ﹤0.01%
33,529
+899
1696
$1.79M ﹤0.01%
61,602
+27,999
1697
$1.79M ﹤0.01%
34,582
+840
1698
$1.78M ﹤0.01%
12,661
-16,097
1699
$1.78M ﹤0.01%
76,301
-3,237
1700
$1.78M ﹤0.01%
16,885
-29,637
66 67
68
69 70