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
1976
$1.21M ﹤0.01%
87,139
+20,415
1977
$1.2M ﹤0.01%
3,994
-5,091
1978
$1.2M ﹤0.01%
45,723
+20,740
1979
$1.2M ﹤0.01%
49,386
-13,478
1980
$1.2M ﹤0.01%
21,400
+15,815
1981
$1.19M ﹤0.01%
61,290
+3,384
1982
$1.19M ﹤0.01%
21,494
+1,111
1983
$1.19M ﹤0.01%
18,951
-1,610
1984
$1.19M ﹤0.01%
48,801
-171
1985
$1.19M ﹤0.01%
42,541
-1,494
1986
$1.19M ﹤0.01%
16,345
+442
1987
$1.18M ﹤0.01%
23,506
+15,573
1988
$1.18M ﹤0.01%
3,614
-5,724
1989
$1.18M ﹤0.01%
41,705
+2,940
1990
$1.17M ﹤0.01%
26,614
-1,578
1991
$1.17M ﹤0.01%
59,185
+3,368
1992
$1.17M ﹤0.01%
49,545
+2,976
1993
$1.17M ﹤0.01%
35,096
-4,512
1994
$1.17M ﹤0.01%
17,767
-3,120
1995
$1.17M ﹤0.01%
47,676
+5,502
1996
$1.17M ﹤0.01%
83,977
+1,640
1997
$1.17M ﹤0.01%
47,785
+24,080
1998
$1.17M ﹤0.01%
21,066
-24,347
1999
$1.16M ﹤0.01%
18,594
-9,319
2000
$1.16M ﹤0.01%
56,079
-4,040
78 79
80
81 82