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
201
$78.9M 0.11%
578,249
+60,350
202
$78.5M 0.11%
386,655
-22,759
203
$78.1M 0.11%
998,782
+89,408
204
$77.5M 0.11%
764,288
+44,891
205
$75.5M 0.1%
400,540
+9,491
206
$75.2M 0.1%
1,326,421
+40,221
207
$72.4M 0.1%
4,106,802
+2,558,781
208
$72.1M 0.1%
826,961
+18,424
209
$71.9M 0.1%
136
-1
210
$71.7M 0.1%
717,052
+185,792
211
$71.5M 0.1%
362,880
-14,864
212
$68.6M 0.09%
878,427
+25,054
213
$68.2M 0.09%
306,521
+146,084
214
$68.2M 0.09%
941,142
-15,482
215
$67.7M 0.09%
823,060
+20,981
216
$66.7M 0.09%
615,677
-28,622
217
$65.9M 0.09%
1,488,827
+26,663
218
$65.8M 0.09%
320,247
+9,628
219
$65.1M 0.09%
87,793
-14,296
220
$64.6M 0.09%
+1,176,181
221
$64.3M 0.09%
1,023,953
+9,811
222
$62.5M 0.09%
396,135
+21,540
223
$62.3M 0.09%
439,469
+75,968
224
$62.2M 0.08%
2,094,570
-35,378
225
$62.1M 0.08%
555,849
+17,617
7 8
9
10 11