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
2376
$689K ﹤0.01%
16,402
+5,240
2377
$689K ﹤0.01%
14,385
-42
2378
$688K ﹤0.01%
23,763
+988
2379
$686K ﹤0.01%
14,864
-282
2380
$685K ﹤0.01%
8,045
-3,103
2381
$684K ﹤0.01%
13,460
+2,258
2382
$683K ﹤0.01%
7,110
+1,882
2383
$683K ﹤0.01%
16,860
+8,649
2384
$683K ﹤0.01%
53,860
+16,202
2385
$683K ﹤0.01%
19,202
+370
2386
$683K ﹤0.01%
23,093
+4,517
2387
$682K ﹤0.01%
12,241
-22,233
2388
$681K ﹤0.01%
20,509
+5,626
2389
$681K ﹤0.01%
53,940
-41
2390
$680K ﹤0.01%
8,165
-105
2391
$680K ﹤0.01%
9,676
-421
2392
$679K ﹤0.01%
37,477
-16,829
2393
$677K ﹤0.01%
39,095
+2,036
2394
$677K ﹤0.01%
12,372
-1,351
2395
$676K ﹤0.01%
20,321
+4,322
2396
$676K ﹤0.01%
13,194
+6,322
2397
$674K ﹤0.01%
67,105
+32,181
2398
$674K ﹤0.01%
8,983
-109,633
2399
$673K ﹤0.01%
+9,077
2400
$673K ﹤0.01%
17,607
-3,155
94 95
96
97 98