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
151
$117M 0.16%
781,060
+32,169
152
$116M 0.16%
1,399,353
-151,853
153
$115M 0.16%
276,990
+22,684
154
$112M 0.15%
495,095
+160,283
155
$111M 0.15%
489,708
+54,871
156
$111M 0.15%
902,873
+32,252
157
$111M 0.15%
839,152
+80,247
158
$111M 0.15%
487,965
+19,205
159
$109M 0.15%
1,214,253
-129,463
160
$108M 0.15%
1,816,051
+32,015
161
$108M 0.15%
803,076
-10,477
162
$102M 0.14%
1,004,785
-175,890
163
$101M 0.14%
503,562
-2,509
164
$101M 0.14%
855,372
-154,176
165
$101M 0.14%
490,850
-12,152
166
$99.8M 0.14%
1,420,568
+130,094
167
$99.8M 0.14%
4,029,662
+124,420
168
$99.7M 0.14%
1,753,059
+1,025,171
169
$98.6M 0.13%
945,987
-93,580
170
$98.5M 0.13%
747,317
-139,015
171
$97.5M 0.13%
1,115,221
-77,009
172
$97.3M 0.13%
363,965
-36,795
173
$97.3M 0.13%
387,117
+7,159
174
$96M 0.13%
1,863,363
+52,994
175
$95.4M 0.13%
577,522
+3,297
5 6
7
8 9