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
1851
$1.48M ﹤0.01%
26,532
+67
1852
$1.48M ﹤0.01%
41,785
-14,929
1853
$1.47M ﹤0.01%
46,984
+1,204
1854
$1.47M ﹤0.01%
15,739
-329
1855
$1.47M ﹤0.01%
44,276
+22,513
1856
$1.47M ﹤0.01%
45,811
-54
1857
$1.47M ﹤0.01%
22,870
-525
1858
$1.47M ﹤0.01%
28,817
-2,080
1859
$1.47M ﹤0.01%
48,521
+41,582
1860
$1.47M ﹤0.01%
15,742
+7,011
1861
$1.46M ﹤0.01%
126,075
+544
1862
$1.46M ﹤0.01%
69,799
+3,930
1863
$1.45M ﹤0.01%
17,499
+626
1864
$1.45M ﹤0.01%
51,881
-7,122
1865
$1.45M ﹤0.01%
50,836
+870
1866
$1.45M ﹤0.01%
62,242
+34,712
1867
$1.44M ﹤0.01%
25,449
-93
1868
$1.44M ﹤0.01%
32,813
+348
1869
$1.44M ﹤0.01%
45,330
+29,501
1870
$1.44M ﹤0.01%
21,894
+12,487
1871
$1.44M ﹤0.01%
57,301
-692,692
1872
$1.44M ﹤0.01%
5,994
+242
1873
$1.43M ﹤0.01%
5,872
+386
1874
$1.43M ﹤0.01%
19,215
-436
1875
$1.43M ﹤0.01%
58,096
+9,630
73 74
75
76 77