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
2151
$954K ﹤0.01%
83,453
-1,961
2152
$951K ﹤0.01%
12,355
-2,023
2153
$951K ﹤0.01%
152,050
+137,412
2154
$945K ﹤0.01%
31,420
+1,000
2155
$944K ﹤0.01%
27,620
-4,050
2156
$943K ﹤0.01%
81,263
+64,702
2157
$942K ﹤0.01%
30,508
-2,717
2158
$937K ﹤0.01%
10,256
-8,797
2159
$934K ﹤0.01%
10,842
+2,418
2160
$934K ﹤0.01%
26,010
+19,487
2161
$932K ﹤0.01%
20,086
+2,858
2162
$930K ﹤0.01%
+35,224
2163
$928K ﹤0.01%
9,038
+6
2164
$928K ﹤0.01%
45,575
-2,609
2165
$927K ﹤0.01%
16,886
-4,649
2166
$927K ﹤0.01%
8,360
-139
2167
$925K ﹤0.01%
16,851
-109
2168
$925K ﹤0.01%
8,620
-986
2169
$921K ﹤0.01%
14,311
-1,138
2170
$920K ﹤0.01%
+47,500
2171
$918K ﹤0.01%
58,672
-2,086
2172
$918K ﹤0.01%
56,693
+10,243
2173
$918K ﹤0.01%
23,447
-221
2174
$916K ﹤0.01%
22,305
+745
2175
$915K ﹤0.01%
10,695
+104
85 86
87
88 89