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
2276
$795K ﹤0.01%
43,304
+4,939
2277
$793K ﹤0.01%
+32,097
2278
$791K ﹤0.01%
66,617
-14,149
2279
$791K ﹤0.01%
+10,877
2280
$789K ﹤0.01%
12,198
-820
2281
$789K ﹤0.01%
93,574
-6,414
2282
$787K ﹤0.01%
9,400
-2,886
2283
$786K ﹤0.01%
12,651
-244
2284
$786K ﹤0.01%
39,022
+22,455
2285
$785K ﹤0.01%
21,102
-792
2286
$785K ﹤0.01%
16,562
2287
$781K ﹤0.01%
+19,604
2288
$781K ﹤0.01%
82,447
+3,960
2289
$779K ﹤0.01%
35,530
+12,692
2290
$778K ﹤0.01%
58,099
-1,280
2291
$777K ﹤0.01%
41,121
+810
2292
$777K ﹤0.01%
4,451
+50
2293
$777K ﹤0.01%
42,719
-3,348
2294
$772K ﹤0.01%
74,043
+2,375
2295
$770K ﹤0.01%
83,397
-16,164
2296
$770K ﹤0.01%
35,057
+1,110
2297
$769K ﹤0.01%
23,117
-156
2298
$769K ﹤0.01%
48,602
+461
2299
$769K ﹤0.01%
110,948
-4,964
2300
$768K ﹤0.01%
16,337
+3,221
90 91
92
93 94