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
351
$31.5M 0.04%
334,292
-7,819
352
$31.5M 0.04%
226,555
-10,990
353
$31.4M 0.04%
386,769
+16,376
354
$30.9M 0.04%
536,684
+22,609
355
$30.4M 0.04%
384,936
-22,656
356
$30.3M 0.04%
1,027,694
+184,942
357
$30.1M 0.04%
86,624
+59,952
358
$30.1M 0.04%
1,320,158
-536,499
359
$30M 0.04%
470,520
-382,095
360
$29.9M 0.04%
215,763
+4,416
361
$29.8M 0.04%
592,949
-85,320
362
$29.8M 0.04%
401,883
+28,761
363
$29.7M 0.04%
872,271
-18,373
364
$29.7M 0.04%
171,180
+6,106
365
$29.7M 0.04%
372,247
+27,986
366
$29.5M 0.04%
283,213
-14,741
367
$29.3M 0.04%
516,367
-91,044
368
$29.2M 0.04%
60,995
-2,003
369
$29.2M 0.04%
132,828
-13,477
370
$28.9M 0.04%
10,695
-4,687
371
$28.7M 0.04%
1,219,394
-154,376
372
$28.7M 0.04%
586,003
-12,368
373
$28.6M 0.04%
647,236
-40,114
374
$28.6M 0.04%
338,961
-39,906
375
$28.4M 0.04%
452,781
+17,661
13 14
15
16 17