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
2176
$914K ﹤0.01%
35,999
-7,433
2177
$914K ﹤0.01%
34,508
+4,476
2178
$913K ﹤0.01%
45,333
+19,228
2179
$913K ﹤0.01%
11,279
-12,083
2180
$911K ﹤0.01%
3,025
+14
2181
$910K ﹤0.01%
14,581
-4,825
2182
$909K ﹤0.01%
29,801
+9,390
2183
$909K ﹤0.01%
56,050
+45,868
2184
$909K ﹤0.01%
40,748
-2,841
2185
$906K ﹤0.01%
54,762
-6,469
2186
$905K ﹤0.01%
9,610
+3,523
2187
$905K ﹤0.01%
16,729
-2,383
2188
$903K ﹤0.01%
25,338
+8,919
2189
$902K ﹤0.01%
6,003
-1,027
2190
$901K ﹤0.01%
39,974
-3,516
2191
$900K ﹤0.01%
11,185
+6,465
2192
$900K ﹤0.01%
10,738
+4,718
2193
$900K ﹤0.01%
367,356
+2,274
2194
$899K ﹤0.01%
18,597
-773
2195
$898K ﹤0.01%
30,915
+5,892
2196
$897K ﹤0.01%
15,667
+8,998
2197
$896K ﹤0.01%
19,851
-7,008
2198
$895K ﹤0.01%
66,953
+17,192
2199
$895K ﹤0.01%
23,152
+3,591
2200
$893K ﹤0.01%
+35,393
86 87
88
89 90