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
1751
$1.66M ﹤0.01%
146,240
+47,822
1752
$1.66M ﹤0.01%
15,852
+1,252
1753
$1.65M ﹤0.01%
42,115
+4,107
1754
$1.65M ﹤0.01%
14,323
+542
1755
$1.65M ﹤0.01%
17,089
+1,277
1756
$1.65M ﹤0.01%
6,629
+2,981
1757
$1.65M ﹤0.01%
135,043
+13,163
1758
$1.65M ﹤0.01%
195,601
+1,615
1759
$1.65M ﹤0.01%
96,747
+5,709
1760
$1.65M ﹤0.01%
65,007
+26,588
1761
$1.64M ﹤0.01%
45,148
-3,379
1762
$1.64M ﹤0.01%
14,760
-201
1763
$1.64M ﹤0.01%
84,626
-2,608
1764
$1.64M ﹤0.01%
51,386
+3,033
1765
$1.64M ﹤0.01%
127,821
-8,297
1766
$1.63M ﹤0.01%
24,238
+4,159
1767
$1.63M ﹤0.01%
46,495
-774
1768
$1.63M ﹤0.01%
37,725
+6,293
1769
$1.63M ﹤0.01%
24,690
+1,618
1770
$1.63M ﹤0.01%
104,327
+7,510
1771
$1.63M ﹤0.01%
129,905
-271,495
1772
$1.63M ﹤0.01%
10,946
+312
1773
$1.63M ﹤0.01%
23,791
-77,193
1774
$1.63M ﹤0.01%
18,544
+44
1775
$1.62M ﹤0.01%
35,382
-1,602
69 70
71
72 73