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
2251
$829K ﹤0.01%
34,012
+19,256
2252
$827K ﹤0.01%
507,137
+16,347
2253
$826K ﹤0.01%
57,863
+28,077
2254
$825K ﹤0.01%
30,914
-6,453
2255
$824K ﹤0.01%
90,569
+25,316
2256
$823K ﹤0.01%
20,383
-24,453
2257
$822K ﹤0.01%
11,079
-10,184
2258
$821K ﹤0.01%
18,599
+2,796
2259
$820K ﹤0.01%
17,003
-110
2260
$820K ﹤0.01%
64,721
+651
2261
$817K ﹤0.01%
7,172
+55
2262
$812K ﹤0.01%
52,600
2263
$811K ﹤0.01%
39,996
-825
2264
$811K ﹤0.01%
43,057
-1,700
2265
$809K ﹤0.01%
15,092
-5,772
2266
$808K ﹤0.01%
10,287
-10,532
2267
$808K ﹤0.01%
91,901
+8,889
2268
$807K ﹤0.01%
20,321
+11,381
2269
$807K ﹤0.01%
18,900
+9,411
2270
$804K ﹤0.01%
18,200
+10,402
2271
$803K ﹤0.01%
39,966
-6,803
2272
$802K ﹤0.01%
14,170
+1,500
2273
$797K ﹤0.01%
+62,450
2274
$796K ﹤0.01%
30,476
-8,244
2275
$796K ﹤0.01%
44,296
-92,387
89 90
91
92 93