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
1876
$1.43M ﹤0.01%
12,922
+1,468
1877
$1.42M ﹤0.01%
102,622
+1,973
1878
$1.42M ﹤0.01%
53,788
-436
1879
$1.42M ﹤0.01%
49,496
+559
1880
$1.41M ﹤0.01%
164,156
+12,882
1881
$1.4M ﹤0.01%
15,109
+1,054
1882
$1.4M ﹤0.01%
7,457
+322
1883
$1.4M ﹤0.01%
11,792
-2,635
1884
$1.4M ﹤0.01%
122,788
+4,675
1885
$1.39M ﹤0.01%
31,746
-3,213
1886
$1.39M ﹤0.01%
+60,337
1887
$1.38M ﹤0.01%
13,851
-9,877
1888
$1.38M ﹤0.01%
15,879
+4,893
1889
$1.38M ﹤0.01%
17,808
+4,133
1890
$1.37M ﹤0.01%
62,126
+39,092
1891
$1.37M ﹤0.01%
95,836
+8,884
1892
$1.37M ﹤0.01%
16,896
+2,497
1893
$1.37M ﹤0.01%
81,748
-666
1894
$1.37M ﹤0.01%
+83,489
1895
$1.37M ﹤0.01%
108,377
-4,826
1896
$1.36M ﹤0.01%
53,515
+14,974
1897
$1.36M ﹤0.01%
96,488
+37,816
1898
$1.36M ﹤0.01%
29,741
+547
1899
$1.36M ﹤0.01%
28,798
-7,646
1900
$1.36M ﹤0.01%
33,185
-1,243
74 75
76
77 78