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
476
$20.2M 0.03%
181,035
+362
477
$20.1M 0.03%
42,707
+4,545
478
$20.1M 0.03%
109,267
-31,288
479
$20M 0.03%
313,334
-9,870
480
$20M 0.03%
187,809
+4,952
481
$19.9M 0.03%
202,131
-11,309
482
$19.9M 0.03%
957,668
-2,352
483
$19.9M 0.03%
27,645
+4,579
484
$19.8M 0.03%
444,971
+17,160
485
$19.8M 0.03%
509,729
+369,998
486
$19.7M 0.03%
1,094,065
+32,945
487
$19.6M 0.03%
975,543
-16,998
488
$19.5M 0.03%
87,532
+9,846
489
$19.3M 0.03%
217,250
-6,536
490
$19.3M 0.03%
466,080
+98,070
491
$19.3M 0.03%
545,906
+174,526
492
$19.2M 0.03%
229,955
-7,064
493
$19.2M 0.03%
924,016
-388
494
$19.2M 0.03%
409,811
-24,958
495
$19M 0.03%
194,783
+26,127
496
$19M 0.03%
97,606
-2,215
497
$19M 0.03%
300,597
+27,178
498
$19M 0.03%
1,899,833
+279,745
499
$18.9M 0.03%
463,900
+172,798
500
$18.9M 0.03%
182,452
-4,153
18 19
20
21 22