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
1726
$1.73M ﹤0.01%
21,479
+2,734
1727
$1.73M ﹤0.01%
75,000
+7,620
1728
$1.72M ﹤0.01%
114,002
+12,380
1729
$1.72M ﹤0.01%
171,873
+3,232
1730
$1.72M ﹤0.01%
76,800
+1,800
1731
$1.71M ﹤0.01%
36,366
+7,698
1732
$1.71M ﹤0.01%
71,897
+1,035
1733
$1.71M ﹤0.01%
24,449
+340
1734
$1.7M ﹤0.01%
39,123
+13,989
1735
$1.7M ﹤0.01%
87,562
-15,123
1736
$1.7M ﹤0.01%
34,050
-8,887
1737
$1.7M ﹤0.01%
77,569
-11,793
1738
$1.7M ﹤0.01%
11,591
-944
1739
$1.69M ﹤0.01%
16,067
-60,390
1740
$1.69M ﹤0.01%
31,709
+3,925
1741
$1.68M ﹤0.01%
17,313
-4,011
1742
$1.68M ﹤0.01%
22,040
+3,927
1743
$1.68M ﹤0.01%
44,493
+15,346
1744
$1.68M ﹤0.01%
184,014
+53,904
1745
$1.67M ﹤0.01%
32,499
+18,295
1746
$1.67M ﹤0.01%
9,926
-18
1747
$1.67M ﹤0.01%
32,400
+4,861
1748
$1.67M ﹤0.01%
17,521
-205
1749
$1.67M ﹤0.01%
99,516
-3,865
1750
$1.66M ﹤0.01%
16,646
-100
68 69
70
71 72