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
526
$17.4M 0.02%
563,046
-70,425
527
$17.4M 0.02%
347,242
+89,986
528
$17.4M 0.02%
523,832
-184,060
529
$17.2M 0.02%
510,087
+172,619
530
$17.2M 0.02%
152,618
+71,920
531
$17.1M 0.02%
102,445
-32,178
532
$17.1M 0.02%
169,841
+7,934
533
$17.1M 0.02%
499,533
-28,508
534
$17M 0.02%
187,345
-3,753
535
$16.8M 0.02%
100,464
-1,860
536
$16.8M 0.02%
229,876
-10,606
537
$16.7M 0.02%
86,659
-175
538
$16.7M 0.02%
200,385
+8,075
539
$16.6M 0.02%
99,282
+19,753
540
$16.4M 0.02%
738,882
+161,802
541
$16.2M 0.02%
40,294
+312
542
$16.1M 0.02%
71,403
-13,245
543
$16.1M 0.02%
30,317
+1,120
544
$16.1M 0.02%
132,863
+2,485
545
$16M 0.02%
482,306
+159,008
546
$15.9M 0.02%
349,802
+57,868
547
$15.9M 0.02%
222,419
-10,039
548
$15.9M 0.02%
148,742
+8,864
549
$15.8M 0.02%
85,404
-14,221
550
$15.8M 0.02%
834,869
+283,785
20 21
22
23 24