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
276
$44.8M 0.06%
780,652
-59,721
277
$44.6M 0.06%
182,002
-4,671
278
$44.3M 0.06%
463,999
+14,548
279
$44.2M 0.06%
399,286
+80,373
280
$44M 0.06%
299,304
+3,514
281
$43.8M 0.06%
2,546,390
+188,612
282
$43.8M 0.06%
396,801
+1,466
283
$43.8M 0.06%
264,741
+515
284
$43.2M 0.06%
672,360
-500
285
$43.2M 0.06%
336,130
-25,186
286
$43M 0.06%
1,915,965
+22,516
287
$43M 0.06%
489,957
+41,783
288
$42.9M 0.06%
304,925
-8,746
289
$42.7M 0.06%
656,715
+42,175
290
$42.7M 0.06%
565,079
-37,288
291
$42.4M 0.06%
560,389
-31,761
292
$42.3M 0.06%
842,979
+80,842
293
$42.1M 0.06%
441,673
+10,543
294
$41.6M 0.06%
903,202
-146,016
295
$41.3M 0.06%
592,106
+19,007
296
$41.3M 0.06%
669,347
+22,253
297
$41.2M 0.06%
46,113
+6,498
298
$40.9M 0.06%
456,034
-1,402
299
$40.4M 0.06%
117,480
-150
300
$40.2M 0.06%
541,634
-33,947
10 11
12
13 14