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
501
$18.8M 0.03%
77,469
+11,358
502
$18.6M 0.03%
189,569
+10,353
503
$18.5M 0.03%
258,573
+128
504
$18.5M 0.03%
99,913
-6,331
505
$18.4M 0.03%
173,094
+4,079
506
$18.3M 0.03%
319,950
+4,724
507
$18.3M 0.03%
193,648
-19,379
508
$18.3M 0.03%
691,123
-3,236
509
$18.3M 0.03%
206,924
+730
510
$18.2M 0.02%
123,121
-9,735
511
$18.2M 0.02%
217,059
-1,199
512
$18.1M 0.02%
422,041
-6,369
513
$18M 0.02%
429,824
-70,991
514
$17.9M 0.02%
238,499
-35,798
515
$17.9M 0.02%
304,719
+52,157
516
$17.8M 0.02%
443,239
+9,331
517
$17.8M 0.02%
54,575
-541
518
$17.8M 0.02%
41,568
+4,224
519
$17.8M 0.02%
70,974
-254
520
$17.7M 0.02%
193,022
+39,285
521
$17.7M 0.02%
348,623
+116,374
522
$17.7M 0.02%
46,159
+126
523
$17.6M 0.02%
263,882
+19,737
524
$17.5M 0.02%
663,823
+30,292
525
$17.4M 0.02%
88,075
-23,683
19 20
21
22 23