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
1701
$1.78M ﹤0.01%
243,316
+214,494
1702
$1.77M ﹤0.01%
38,205
-5,748
1703
$1.77M ﹤0.01%
73,004
+8,395
1704
$1.77M ﹤0.01%
173,920
+6,283
1705
$1.77M ﹤0.01%
51,960
-3,692
1706
$1.77M ﹤0.01%
80,714
+43,614
1707
$1.77M ﹤0.01%
51,201
+27,459
1708
$1.77M ﹤0.01%
96,763
+5,385
1709
$1.76M ﹤0.01%
51,155
+4,507
1710
$1.75M ﹤0.01%
32,308
+15,161
1711
$1.75M ﹤0.01%
36,487
-362
1712
$1.75M ﹤0.01%
93,524
-4,948
1713
$1.75M ﹤0.01%
43,375
+1,990
1714
$1.75M ﹤0.01%
45,072
+5,430
1715
$1.74M ﹤0.01%
25,848
-2,624
1716
$1.74M ﹤0.01%
45,452
+7,697
1717
$1.74M ﹤0.01%
282,006
+13,371
1718
$1.74M ﹤0.01%
101,362
-3,394
1719
$1.74M ﹤0.01%
64,175
+40,115
1720
$1.74M ﹤0.01%
21,991
-2,448
1721
$1.74M ﹤0.01%
79,109
+4,616
1722
$1.74M ﹤0.01%
132,473
-19,433
1723
$1.73M ﹤0.01%
+25,879
1724
$1.73M ﹤0.01%
34,791
+921
1725
$1.73M ﹤0.01%
197,360
+11,025
67 68
69
70 71