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
601
$13.4M 0.02%
110,534
-138,594
602
$13.4M 0.02%
579,579
-94,230
603
$13.4M 0.02%
32,558
-10,643
604
$13.3M 0.02%
231,088
-32,394
605
$13.3M 0.02%
167,138
-1,522
606
$13.3M 0.02%
1,802,931
+17,546
607
$13.3M 0.02%
56,539
+15,421
608
$13.3M 0.02%
158,476
-966
609
$13.2M 0.02%
180,157
-17,993
610
$13.1M 0.02%
751,365
-25,569
611
$13.1M 0.02%
853,594
+720,257
612
$13.1M 0.02%
134,208
-792
613
$13.1M 0.02%
228,017
-4,812
614
$13.1M 0.02%
45,918
+6,213
615
$13.1M 0.02%
66,028
-11,299
616
$13M 0.02%
134,971
+2,804
617
$13M 0.02%
281,765
-2,674
618
$13M 0.02%
1,844,554
+480
619
$13M 0.02%
688,588
+171,806
620
$13M 0.02%
25,815
-4,638
621
$13M 0.02%
45,382
-1,269
622
$12.9M 0.02%
53,356
-3,787
623
$12.9M 0.02%
265,100
-24,560
624
$12.8M 0.02%
247,187
+152,742
625
$12.8M 0.02%
234,546
+417
23 24
25
26 27