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
2076
$1.05M ﹤0.01%
5,244
+435
2077
$1.05M ﹤0.01%
11,772
-60
2078
$1.05M ﹤0.01%
25,763
+283
2079
$1.04M ﹤0.01%
13,609
+879
2080
$1.04M ﹤0.01%
59,037
+30,419
2081
$1.04M ﹤0.01%
18,987
+4,381
2082
$1.04M ﹤0.01%
47,371
-2,128
2083
$1.04M ﹤0.01%
28,317
-152
2084
$1.04M ﹤0.01%
5,810
+11
2085
$1.04M ﹤0.01%
50,905
+51
2086
$1.04M ﹤0.01%
115,601
-115
2087
$1.04M ﹤0.01%
38,345
+4,575
2088
$1.04M ﹤0.01%
8,849
+1,309
2089
$1.04M ﹤0.01%
12,693
-452
2090
$1.04M ﹤0.01%
2,369
+723
2091
$1.03M ﹤0.01%
56,374
+6,224
2092
$1.03M ﹤0.01%
9,121
-146
2093
$1.03M ﹤0.01%
20,466
+10,521
2094
$1.03M ﹤0.01%
48,902
-9,662
2095
$1.03M ﹤0.01%
20,174
+10,872
2096
$1.02M ﹤0.01%
+24,181
2097
$1.02M ﹤0.01%
+72,766
2098
$1.02M ﹤0.01%
20,315
+10,514
2099
$1.02M ﹤0.01%
73,134
+1,160
2100
$1.02M ﹤0.01%
40,141
+2,887
82 83
84
85 86