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
1926
$1.31M ﹤0.01%
19,037
+7,280
1927
$1.3M ﹤0.01%
44,820
+24,785
1928
$1.3M ﹤0.01%
13,048
+2,006
1929
$1.3M ﹤0.01%
39,737
-20,332
1930
$1.3M ﹤0.01%
12,876
-33,161
1931
$1.3M ﹤0.01%
62,239
+3,977
1932
$1.29M ﹤0.01%
44,558
-1,284
1933
$1.28M ﹤0.01%
82,686
+23,028
1934
$1.28M ﹤0.01%
+24,648
1935
$1.28M ﹤0.01%
84,090
+9,404
1936
$1.27M ﹤0.01%
13,384
-2,788
1937
$1.27M ﹤0.01%
64,546
-20
1938
$1.27M ﹤0.01%
+55,347
1939
$1.27M ﹤0.01%
19,890
-198
1940
$1.27M ﹤0.01%
110,761
-259,112
1941
$1.27M ﹤0.01%
79,950
+6,328
1942
$1.26M ﹤0.01%
38,601
+5,809
1943
$1.26M ﹤0.01%
88,183
+4,803
1944
$1.26M ﹤0.01%
22,961
+326
1945
$1.26M ﹤0.01%
48,781
-76,332
1946
$1.26M ﹤0.01%
50,000
-43,046
1947
$1.25M ﹤0.01%
28,580
-3,493
1948
$1.25M ﹤0.01%
33,253
+1,061
1949
$1.25M ﹤0.01%
4,868
-2
1950
$1.25M ﹤0.01%
57,168
+8,941
76 77
78
79 80