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
301
$40.1M 0.05%
121,374
+9,843
302
$40.1M 0.05%
927,423
-10,130
303
$39.9M 0.05%
893,409
+24,628
304
$39.7M 0.05%
708,494
-30,471
305
$39.6M 0.05%
351,001
+33,710
306
$39.6M 0.05%
363,393
-4,955
307
$39.5M 0.05%
349,304
-252,106
308
$39.4M 0.05%
1,160,783
+11,846
309
$39M 0.05%
2,576,522
-587,246
310
$38.9M 0.05%
2,072,146
-44,281
311
$38.5M 0.05%
844,616
+35,737
312
$38.3M 0.05%
1,343,409
-85,103
313
$38M 0.05%
2,380,389
+3,045
314
$37.4M 0.05%
513,526
+17,622
315
$37M 0.05%
254,363
+15,831
316
$36.9M 0.05%
563,867
-57,186
317
$36.8M 0.05%
240,330
+38,073
318
$36.3M 0.05%
499,179
-208,183
319
$35.9M 0.05%
316,532
-15,311
320
$35.9M 0.05%
315,109
+124
321
$35.8M 0.05%
442,724
+13,911
322
$35.7M 0.05%
73,653
+94
323
$35.7M 0.05%
1,129,131
+8,573
324
$35.4M 0.05%
385,019
+47,334
325
$35.1M 0.05%
179,291
+7,975
11 12
13
14 15