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
251
$53.6M 0.07%
499,853
-79,406
252
$53.4M 0.07%
892,890
+153,979
253
$53.1M 0.07%
1,114,611
-18,166
254
$52.5M 0.07%
1,095,809
+26,339
255
$52.3M 0.07%
1,749,636
+55,697
256
$52.1M 0.07%
1,106,686
+55,833
257
$52.1M 0.07%
1,029,896
+131,000
258
$51.8M 0.07%
4,078,185
+99,081
259
$51.5M 0.07%
303,342
-9,130
260
$50.6M 0.07%
660,251
-29,273
261
$50.4M 0.07%
1,480,830
-205,247
262
$49.4M 0.07%
267,230
+3,658
263
$49.3M 0.07%
663,739
-14,711
264
$47.9M 0.07%
40,442
-335
265
$46.9M 0.06%
338,430
+3,011
266
$46.7M 0.06%
810,652
+67,481
267
$46.6M 0.06%
409,484
-92,082
268
$46.3M 0.06%
288,084
+51,221
269
$46.3M 0.06%
1,156,372
+119,796
270
$46.2M 0.06%
187,471
-3,621
271
$45.5M 0.06%
394,172
+22,055
272
$45.5M 0.06%
102,050
+16,708
273
$45.4M 0.06%
759,970
+27,921
274
$45M 0.06%
395,444
+5,633
275
$44.9M 0.06%
928,512
+19,444
9 10
11
12 13