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
26
$466M 0.64%
5,287,660
+209,790
27
$460M 0.63%
5,303,430
-553,140
28
$436M 0.6%
810,029
-26,493
29
$433M 0.59%
3,282,221
+437,948
30
$430M 0.59%
1,720,367
+42,879
31
$429M 0.59%
4,280,637
+69,509
32
$425M 0.58%
4,289,518
-15,223
33
$423M 0.58%
2,437,102
-24,505
34
$422M 0.58%
2,346,101
-97,402
35
$406M 0.56%
2,579,900
-189,641
36
$405M 0.55%
1,979,422
-90,632
37
$405M 0.55%
4,477,287
+108,237
38
$403M 0.55%
4,388,600
-189,792
39
$401M 0.55%
1,824,802
+27,517
40
$395M 0.54%
3,267,631
-55,935
41
$395M 0.54%
1,319,553
+34,803
42
$389M 0.53%
1,585,897
+20,820
43
$386M 0.53%
3,493,666
+132,608
44
$379M 0.52%
4,924,111
+136,676
45
$375M 0.51%
1,363,646
+102,765
46
$373M 0.51%
8,084,140
-595,056
47
$368M 0.5%
753,202
-25,377
48
$367M 0.5%
1,967,399
+91,576
49
$353M 0.48%
447,603
+377,309
50
$345M 0.47%
2,141,590
-66,025
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