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
1826
$1.54M ﹤0.01%
27,998
+1,202
1827
$1.54M ﹤0.01%
20,988
+2,031
1828
$1.54M ﹤0.01%
143,300
-6,179
1829
$1.54M ﹤0.01%
54,367
-28,341
1830
$1.54M ﹤0.01%
44,530
+11,893
1831
$1.54M ﹤0.01%
59,489
+21,081
1832
$1.53M ﹤0.01%
38,373
-5,988
1833
$1.53M ﹤0.01%
20,502
+7,315
1834
$1.53M ﹤0.01%
16,286
+48
1835
$1.53M ﹤0.01%
47,355
-107,156
1836
$1.53M ﹤0.01%
18,681
+4,522
1837
$1.53M ﹤0.01%
23,965
+5,874
1838
$1.52M ﹤0.01%
47,285
+33,655
1839
$1.52M ﹤0.01%
43,861
-42
1840
$1.51M ﹤0.01%
14,745
+2,237
1841
$1.5M ﹤0.01%
84,769
+26,601
1842
$1.5M ﹤0.01%
28,487
+3,083
1843
$1.5M ﹤0.01%
19,874
-6,419
1844
$1.5M ﹤0.01%
28,208
-119
1845
$1.5M ﹤0.01%
17,445
+3,277
1846
$1.49M ﹤0.01%
12,106
+141
1847
$1.49M ﹤0.01%
47,642
+2,193
1848
$1.49M ﹤0.01%
32,412
-21,771
1849
$1.49M ﹤0.01%
96,699
-8,048
1850
$1.48M ﹤0.01%
45,208
+431
72 73
74
75 76