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
1776
$1.62M ﹤0.01%
85,676
-8,316
1777
$1.62M ﹤0.01%
60,238
+53,473
1778
$1.62M ﹤0.01%
82,903
+1,143
1779
$1.62M ﹤0.01%
64,931
+17,798
1780
$1.61M ﹤0.01%
159,605
-6,866
1781
$1.6M ﹤0.01%
31,639
-380
1782
$1.6M ﹤0.01%
34,081
-1,731
1783
$1.6M ﹤0.01%
32,271
+2,155
1784
$1.6M ﹤0.01%
20,181
+274
1785
$1.6M ﹤0.01%
128,292
+76,824
1786
$1.59M ﹤0.01%
13,942
-369
1787
$1.59M ﹤0.01%
37,434
-1,490
1788
$1.59M ﹤0.01%
100,002
+50,002
1789
$1.59M ﹤0.01%
63,660
+13,904
1790
$1.59M ﹤0.01%
40,876
-20,180
1791
$1.59M ﹤0.01%
28,285
+242
1792
$1.59M ﹤0.01%
40,788
+4,714
1793
$1.59M ﹤0.01%
125,390
+72,138
1794
$1.58M ﹤0.01%
85,326
-12,664
1795
$1.58M ﹤0.01%
147,174
-1,142
1796
$1.58M ﹤0.01%
15,869
-342
1797
$1.58M ﹤0.01%
52,590
-860
1798
$1.58M ﹤0.01%
174,591
-27,358
1799
$1.58M ﹤0.01%
60,438
+6,310
1800
$1.58M ﹤0.01%
61,643
+543
70 71
72
73 74