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
451
$21.3M 0.03%
422,590
+219,962
452
$21.1M 0.03%
64,827
-49,974
453
$21.1M 0.03%
325,975
+83,944
454
$21M 0.03%
219,416
-2,528
455
$21M 0.03%
201,912
-20,563
456
$20.9M 0.03%
59,159
+10,522
457
$20.9M 0.03%
273,661
+8,950
458
$20.9M 0.03%
336,362
-5,118
459
$20.9M 0.03%
410,627
+171,760
460
$20.8M 0.03%
181,169
+6,821
461
$20.7M 0.03%
44,896
-19,274
462
$20.7M 0.03%
70,481
+12,262
463
$20.7M 0.03%
117,424
+41,900
464
$20.7M 0.03%
157,236
+34,328
465
$20.6M 0.03%
582,626
+49,490
466
$20.5M 0.03%
267,219
-46,873
467
$20.5M 0.03%
121,131
+46,701
468
$20.5M 0.03%
69,169
-455
469
$20.4M 0.03%
731,293
+276
470
$20.4M 0.03%
816,280
-68,960
471
$20.4M 0.03%
199,479
+418
472
$20.3M 0.03%
408,441
+41,066
473
$20.3M 0.03%
351,596
+75,002
474
$20.3M 0.03%
654,521
+5,876
475
$20.2M 0.03%
1,078,088
-29,872
17 18
19
20 21