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
$73.1B
AUM Growth
+$3.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,480
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$73M
3
+$57.8M
4
UPS icon
United Parcel Service
UPS
+$52.5M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$36.1M

Top Sells

1
+$212M
2
+$144M
3
+$124M
4
CLX icon
Clorox
CLX
+$71.1M
5
MRK icon
Merck
MRK
+$65.2M

Sector Composition

1 Technology 18.08%
2 Healthcare 10.39%
3 Industrials 9.87%
4 Consumer Staples 8.27%
5 Financials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$65M 0.09%
724,639
+94,653
227
$64.8M 0.09%
142,187
+1,079
228
$63.9M 0.09%
456,238
-3,170
229
$63.4M 0.09%
1,265,283
+48,604
230
$63.1M 0.09%
843,418
-49,346
231
$63M 0.09%
570,151
+11,503
232
$62.8M 0.09%
194,779
+24,069
233
$62.6M 0.09%
743,998
+92,033
234
$62.6M 0.09%
1,319,570
+257,754
235
$62.3M 0.09%
1,098,338
-86,424
236
$62.2M 0.09%
1,956,920
-11,455
237
$61.6M 0.08%
78,507
+548
238
$60.1M 0.08%
1,652,468
+12,719
239
$59.8M 0.08%
592,439
-14,626
240
$59.7M 0.08%
559,024
+2,245
241
$59.4M 0.08%
1,458,969
-277,689
242
$59.3M 0.08%
1,089,424
+46,750
243
$59.1M 0.08%
1,304,303
-84,957
244
$58.8M 0.08%
466,641
+20,419
245
$58M 0.08%
693,590
+38,048
246
$57.5M 0.08%
1,707,090
-100,563
247
$56.7M 0.08%
263,449
-16,744
248
$55.8M 0.08%
2,437,355
+414,246
249
$55.8M 0.08%
644,260
+46,608
250
$54.7M 0.07%
477,910
-105,442
8 9
10
11 12