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
2001
$1.16M ﹤0.01%
47,715
+218
2002
$1.16M ﹤0.01%
10,701
+1,394
2003
$1.16M ﹤0.01%
47,130
-12,352
2004
$1.16M ﹤0.01%
39,881
-250
2005
$1.16M ﹤0.01%
+17,919
2006
$1.16M ﹤0.01%
88,229
-22,066
2007
$1.15M ﹤0.01%
126,267
-87,420
2008
$1.15M ﹤0.01%
17,413
+3,893
2009
$1.15M ﹤0.01%
38,768
+3,986
2010
$1.15M ﹤0.01%
44,027
+1,959
2011
$1.15M ﹤0.01%
5,845
-10
2012
$1.15M ﹤0.01%
48,985
2013
$1.15M ﹤0.01%
8,117
-205
2014
$1.14M ﹤0.01%
25,780
+3,654
2015
$1.14M ﹤0.01%
99,126
-147,821
2016
$1.14M ﹤0.01%
52,479
+10,397
2017
$1.14M ﹤0.01%
18,967
+1,442
2018
$1.14M ﹤0.01%
32,663
+615
2019
$1.14M ﹤0.01%
36,610
+7,186
2020
$1.14M ﹤0.01%
+7,321
2021
$1.14M ﹤0.01%
70,399
+14,415
2022
$1.13M ﹤0.01%
85,799
+10,117
2023
$1.13M ﹤0.01%
27,205
+14,098
2024
$1.13M ﹤0.01%
29,979
+13,112
2025
$1.13M ﹤0.01%
9,653
+3,319
79 80
81
82 83