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
2351
$716K ﹤0.01%
8,828
+498
2352
$716K ﹤0.01%
83,491
-321
2353
$715K ﹤0.01%
100,150
+11,073
2354
$712K ﹤0.01%
33,573
2355
$712K ﹤0.01%
42,228
-1,479
2356
$711K ﹤0.01%
50,946
+16,138
2357
$708K ﹤0.01%
40,281
-30,830
2358
$706K ﹤0.01%
+39,989
2359
$705K ﹤0.01%
8,322
+237
2360
$704K ﹤0.01%
62,956
-1,408
2361
$703K ﹤0.01%
15,022
+18
2362
$702K ﹤0.01%
+26,091
2363
$702K ﹤0.01%
7,090
-538
2364
$701K ﹤0.01%
19,098
+365
2365
$700K ﹤0.01%
10,941
-12,984
2366
$699K ﹤0.01%
9,323
-10,655
2367
$697K ﹤0.01%
41,901
-2,838
2368
$696K ﹤0.01%
30,165
-6,433
2369
$695K ﹤0.01%
10,398
+2,673
2370
$695K ﹤0.01%
8,367
+1,477
2371
$695K ﹤0.01%
8,690
+1,107
2372
$695K ﹤0.01%
20,105
-4,241
2373
$694K ﹤0.01%
82,679
-1,441
2374
$692K ﹤0.01%
+30,000
2375
$691K ﹤0.01%
114,205
-5,100
93 94
95
96 97