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
2226
$870K ﹤0.01%
17,153
+1,706
2227
$864K ﹤0.01%
99,661
+8,538
2228
$863K ﹤0.01%
34,854
+24,751
2229
$862K ﹤0.01%
9,158
+2,413
2230
$861K ﹤0.01%
22,757
+7,349
2231
$859K ﹤0.01%
45,825
-1,060
2232
$857K ﹤0.01%
59,665
+4,360
2233
$856K ﹤0.01%
51,241
+32,123
2234
$855K ﹤0.01%
10,148
+1,451
2235
$855K ﹤0.01%
12,989
-1,726
2236
$853K ﹤0.01%
16,137
+1,591
2237
$852K ﹤0.01%
35,299
+23,650
2238
$850K ﹤0.01%
9,380
+79
2239
$850K ﹤0.01%
32,600
+7,608
2240
$848K ﹤0.01%
13,547
+581
2241
$842K ﹤0.01%
19,614
-3,401
2242
$842K ﹤0.01%
+174,969
2243
$841K ﹤0.01%
23,170
+981
2244
$840K ﹤0.01%
26,242
-4,712
2245
$838K ﹤0.01%
41,178
2246
$838K ﹤0.01%
18,188
+2,341
2247
$837K ﹤0.01%
19,097
+133
2248
$836K ﹤0.01%
41,660
+3,145
2249
$833K ﹤0.01%
+21,003
2250
$833K ﹤0.01%
15,101
-2,881
88 89
90
91 92