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
2326
$744K ﹤0.01%
+4,913
2327
$743K ﹤0.01%
58,854
+855
2328
$743K ﹤0.01%
34,772
-50,738
2329
$742K ﹤0.01%
14,264
+1,998
2330
$740K ﹤0.01%
47,888
+13,092
2331
$740K ﹤0.01%
17,330
-204
2332
$738K ﹤0.01%
76,195
-775
2333
$737K ﹤0.01%
26,000
2334
$736K ﹤0.01%
2,988
+894
2335
$736K ﹤0.01%
48,970
-7,800
2336
$735K ﹤0.01%
8,448
+132
2337
$734K ﹤0.01%
4,489
-4,383
2338
$734K ﹤0.01%
7,432
+560
2339
$734K ﹤0.01%
44,302
-998
2340
$733K ﹤0.01%
35,742
-7,180
2341
$731K ﹤0.01%
17,694
+13,417
2342
$731K ﹤0.01%
21,585
+2,500
2343
$730K ﹤0.01%
13,391
-1,665
2344
$729K ﹤0.01%
29,982
-45
2345
$726K ﹤0.01%
8,481
+127
2346
$725K ﹤0.01%
44,946
+2,093
2347
$725K ﹤0.01%
23,400
+11,416
2348
$725K ﹤0.01%
21,108
+55
2349
$723K ﹤0.01%
13,431
+360
2350
$717K ﹤0.01%
3,431
-2,940
92 93
94
95 96