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
426
$23.1M 0.03%
332,205
+6,264
427
$23M 0.03%
82,099
-9,300
428
$23M 0.03%
424,341
-811
429
$22.9M 0.03%
481,010
+74,365
430
$22.8M 0.03%
136,004
-6,117
431
$22.8M 0.03%
212,364
+30,719
432
$22.7M 0.03%
340,086
-63,327
433
$22.5M 0.03%
923,733
+70,400
434
$22.4M 0.03%
222,958
+33,657
435
$22.4M 0.03%
494,187
-63,992
436
$22.3M 0.03%
190,918
-8,051
437
$22.3M 0.03%
150,035
+2,668
438
$22.1M 0.03%
873,113
+112,380
439
$22M 0.03%
49,095
+2,586
440
$22M 0.03%
124,054
+6,788
441
$21.9M 0.03%
104,334
+6,704
442
$21.9M 0.03%
200,345
+35,299
443
$21.9M 0.03%
447,115
-12,070
444
$21.8M 0.03%
1,060,345
-46,572
445
$21.8M 0.03%
916,384
+13,502
446
$21.8M 0.03%
230,729
+4,694
447
$21.7M 0.03%
460,317
+83,052
448
$21.7M 0.03%
369,182
+16,614
449
$21.6M 0.03%
163,135
+5,561
450
$21.5M 0.03%
315,176
-61,608
16 17
18
19 20