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
1801
$1.57M ﹤0.01%
118,820
-3,353
1802
$1.57M ﹤0.01%
82,730
+15,582
1803
$1.57M ﹤0.01%
70,104
-4,509
1804
$1.57M ﹤0.01%
53,656
+11,136
1805
$1.57M ﹤0.01%
287,272
-27,876
1806
$1.57M ﹤0.01%
30,193
-767
1807
$1.57M ﹤0.01%
49,830
-3,579
1808
$1.56M ﹤0.01%
32,999
+9,487
1809
$1.56M ﹤0.01%
58,465
1810
$1.56M ﹤0.01%
33,415
-2,259
1811
$1.56M ﹤0.01%
31,857
+15,294
1812
$1.56M ﹤0.01%
23,460
+126
1813
$1.56M ﹤0.01%
46,318
+68
1814
$1.55M ﹤0.01%
79,311
+5,763
1815
$1.55M ﹤0.01%
59,592
-397
1816
$1.55M ﹤0.01%
63,002
-5,970
1817
$1.55M ﹤0.01%
70,360
+36,671
1818
$1.55M ﹤0.01%
51,741
+7,966
1819
$1.55M ﹤0.01%
6,065
+3,025
1820
$1.54M ﹤0.01%
128,834
+118,594
1821
$1.54M ﹤0.01%
28,689
+295
1822
$1.54M ﹤0.01%
27,214
+1,763
1823
$1.54M ﹤0.01%
25,282
+1,361
1824
$1.54M ﹤0.01%
19,391
-73,462
1825
$1.54M ﹤0.01%
20,473
+1,040
71 72
73
74 75