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
2101
$1.02M ﹤0.01%
+76,773
2102
$1.01M ﹤0.01%
33,671
+1,264
2103
$1.01M ﹤0.01%
4,253
-382
2104
$1.01M ﹤0.01%
31,725
-3,845
2105
$1.01M ﹤0.01%
7,884
-1,385
2106
$1.01M ﹤0.01%
58,280
+23,331
2107
$1.01M ﹤0.01%
9,931
-6,632
2108
$1.01M ﹤0.01%
11,357
+33
2109
$1.01M ﹤0.01%
60,484
+1,407
2110
$1.01M ﹤0.01%
21,917
-791
2111
$1.01M ﹤0.01%
48,952
-4,103
2112
$1.01M ﹤0.01%
200,428
+87,649
2113
$1M ﹤0.01%
85,500
-12,909
2114
$1M ﹤0.01%
50,207
+6,032
2115
$1M ﹤0.01%
179,855
+5,909
2116
$1M ﹤0.01%
73,830
+4,772
2117
$1M ﹤0.01%
17,847
+3,332
2118
$992K ﹤0.01%
79,474
+22,114
2119
$992K ﹤0.01%
9,105
+2,627
2120
$992K ﹤0.01%
9,013
-16,313
2121
$990K ﹤0.01%
28,956
-99
2122
$987K ﹤0.01%
21,423
+146
2123
$986K ﹤0.01%
29,307
+22,286
2124
$985K ﹤0.01%
19,471
+2,777
2125
$983K ﹤0.01%
17,562
+836
83 84
85
86 87