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
2401
$672K ﹤0.01%
+25,429
2402
$672K ﹤0.01%
48,236
+3,019
2403
$672K ﹤0.01%
18,092
-431
2404
$672K ﹤0.01%
13,796
+98
2405
$672K ﹤0.01%
9,302
-12,141
2406
$670K ﹤0.01%
12,974
-230
2407
$669K ﹤0.01%
9,943
+50
2408
$669K ﹤0.01%
3,731
-132
2409
$668K ﹤0.01%
6,757
+517
2410
$667K ﹤0.01%
61,920
+96
2411
$666K ﹤0.01%
+25,559
2412
$665K ﹤0.01%
20,596
+472
2413
$665K ﹤0.01%
26,837
+2,137
2414
$663K ﹤0.01%
12,485
+1,968
2415
$662K ﹤0.01%
44,336
-1,143
2416
$661K ﹤0.01%
33,948
-40
2417
$657K ﹤0.01%
12,961
+607
2418
$657K ﹤0.01%
75,063
+14,580
2419
$656K ﹤0.01%
12,217
-15,317
2420
$655K ﹤0.01%
+16,134
2421
$654K ﹤0.01%
27,557
-72
2422
$654K ﹤0.01%
4,508
+1,282
2423
$654K ﹤0.01%
+5,737
2424
$652K ﹤0.01%
37,507
+26,285
2425
$649K ﹤0.01%
46,316
+1,764
95 96
97
98 99