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
2451
$622K ﹤0.01%
25,039
+2,754
2452
$620K ﹤0.01%
81,660
-6,105
2453
$620K ﹤0.01%
13,748
-2,719
2454
$620K ﹤0.01%
15,319
-1,660
2455
$618K ﹤0.01%
22,114
-221,600
2456
$615K ﹤0.01%
10,383
-257
2457
$613K ﹤0.01%
+4,608
2458
$613K ﹤0.01%
19,167
-520
2459
$613K ﹤0.01%
29,732
+9,709
2460
$612K ﹤0.01%
18,211
-302
2461
$612K ﹤0.01%
107,891
-18,672
2462
$611K ﹤0.01%
13,612
-211
2463
$610K ﹤0.01%
10,437
-928
2464
$609K ﹤0.01%
51,499
-914
2465
$608K ﹤0.01%
7,623
2466
$608K ﹤0.01%
+20,147
2467
$607K ﹤0.01%
+21,766
2468
$605K ﹤0.01%
110,271
+6,665
2469
$604K ﹤0.01%
7,288
-807
2470
$603K ﹤0.01%
10,756
-3,123
2471
$603K ﹤0.01%
2,959
+1,810
2472
$599K ﹤0.01%
11,096
+586
2473
$599K ﹤0.01%
43,222
+6,538
2474
$597K ﹤0.01%
+13,499
2475
$597K ﹤0.01%
44,241
-4,733
97 98
99
100 101