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
1901
$1.36M ﹤0.01%
56,986
+8,867
1902
$1.36M ﹤0.01%
52,321
+3,941
1903
$1.35M ﹤0.01%
59,828
+7,282
1904
$1.34M ﹤0.01%
22,450
-37,471
1905
$1.34M ﹤0.01%
72,045
-430
1906
$1.34M ﹤0.01%
4,612
-1,194
1907
$1.34M ﹤0.01%
4,251
+2,166
1908
$1.34M ﹤0.01%
38,915
-8,895
1909
$1.34M ﹤0.01%
63,420
+2,802
1910
$1.34M ﹤0.01%
21,257
-445
1911
$1.34M ﹤0.01%
52,957
-906
1912
$1.33M ﹤0.01%
23,989
+2,888
1913
$1.33M ﹤0.01%
15,580
+3,412
1914
$1.33M ﹤0.01%
8,946
+102
1915
$1.33M ﹤0.01%
24,585
-6,847
1916
$1.32M ﹤0.01%
83,854
-17,658
1917
$1.32M ﹤0.01%
59,208
1918
$1.32M ﹤0.01%
75,297
+31,007
1919
$1.32M ﹤0.01%
26,839
+2,679
1920
$1.32M ﹤0.01%
18,169
-1,605
1921
$1.32M ﹤0.01%
55,485
+15,464
1922
$1.32M ﹤0.01%
14,010
+5,531
1923
$1.31M ﹤0.01%
51,492
+3,298
1924
$1.31M ﹤0.01%
60,322
+18,110
1925
$1.31M ﹤0.01%
+79,644
75 76
77
78 79