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
2051
$1.09M ﹤0.01%
15,441
+397
2052
$1.09M ﹤0.01%
80,461
-3,869
2053
$1.08M ﹤0.01%
20,308
+997
2054
$1.08M ﹤0.01%
31,634
+3,089
2055
$1.08M ﹤0.01%
54,588
-6,598
2056
$1.08M ﹤0.01%
60,500
+24,500
2057
$1.08M ﹤0.01%
56,679
+18,120
2058
$1.08M ﹤0.01%
36,459
+21,165
2059
$1.08M ﹤0.01%
21,805
-274
2060
$1.07M ﹤0.01%
23,492
+140
2061
$1.07M ﹤0.01%
16,508
-618
2062
$1.07M ﹤0.01%
30,407
+3,631
2063
$1.07M ﹤0.01%
58,385
+1,459
2064
$1.07M ﹤0.01%
26,374
+2,134
2065
$1.07M ﹤0.01%
13,676
-191
2066
$1.07M ﹤0.01%
33,902
-3,276
2067
$1.07M ﹤0.01%
25,126
+2,892
2068
$1.06M ﹤0.01%
13,403
-74,502
2069
$1.06M ﹤0.01%
22,842
2070
$1.06M ﹤0.01%
22,997
+3,167
2071
$1.06M ﹤0.01%
20,059
+2,120
2072
$1.06M ﹤0.01%
110,360
+3,000
2073
$1.05M ﹤0.01%
1,548
-156
2074
$1.05M ﹤0.01%
15,784
+692
2075
$1.05M ﹤0.01%
13,678
-1,034
81 82
83
84 85