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
326
$34.6M 0.05%
737,160
+14,811
327
$34.6M 0.05%
881,690
+15,754
328
$34.5M 0.05%
362,720
-13,719
329
$34.1M 0.05%
318,737
+8,504
330
$34M 0.05%
414,561
-14,209
331
$33.9M 0.05%
549,852
+27,419
332
$33.9M 0.05%
795,095
+94,381
333
$33.8M 0.05%
952,251
+53,852
334
$33.7M 0.05%
167,056
-5,370
335
$33.5M 0.05%
444,913
+83,174
336
$33.3M 0.05%
146,771
+6,561
337
$33M 0.05%
1,097,049
+42,501
338
$33M 0.05%
135,442
+8,516
339
$32.6M 0.04%
228,341
-12,297
340
$32.6M 0.04%
92,647
+13,570
341
$32.6M 0.04%
159,312
+497
342
$32.6M 0.04%
263,364
-92,450
343
$32.1M 0.04%
139,541
+34,992
344
$32M 0.04%
253,548
-10,270
345
$31.8M 0.04%
140,953
+1,692
346
$31.8M 0.04%
1,292,862
+78,067
347
$31.8M 0.04%
420,371
-62,939
348
$31.7M 0.04%
800,319
+86,222
349
$31.6M 0.04%
127,285
+2,550
350
$31.5M 0.04%
1,325,723
+734,747
12 13
14
15 16