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
2126
$981K ﹤0.01%
38,384
-8,668
2127
$980K ﹤0.01%
28,028
2128
$980K ﹤0.01%
53,408
+410
2129
$980K ﹤0.01%
3,958
-899
2130
$980K ﹤0.01%
47,380
+969
2131
$979K ﹤0.01%
20,907
+2,040
2132
$977K ﹤0.01%
30,160
-19,568
2133
$972K ﹤0.01%
8,278
-165
2134
$972K ﹤0.01%
34,221
-69,804
2135
$972K ﹤0.01%
36,653
+14,357
2136
$971K ﹤0.01%
132,340
-3,067
2137
$971K ﹤0.01%
21,744
-1,277
2138
$968K ﹤0.01%
45,363
+3,963
2139
$967K ﹤0.01%
18,743
-3,779
2140
$966K ﹤0.01%
8,964
-21,073
2141
$964K ﹤0.01%
328,004
+38,385
2142
$963K ﹤0.01%
+15,832
2143
$962K ﹤0.01%
6,954
-32
2144
$962K ﹤0.01%
24,141
+10,175
2145
$962K ﹤0.01%
105,432
+6,918
2146
$959K ﹤0.01%
37,966
+7,840
2147
$958K ﹤0.01%
59,542
-15,096
2148
$957K ﹤0.01%
15,328
-1,512
2149
$957K ﹤0.01%
14,619
+21
2150
$956K ﹤0.01%
35,636
+6,169
84 85
86
87 88