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
626
$12.8M 0.02%
137,105
-2,490
627
$12.8M 0.02%
202,052
+47,671
628
$12.8M 0.02%
113,717
-900
629
$12.7M 0.02%
948,456
+18,542
630
$12.7M 0.02%
88,149
-13,051
631
$12.7M 0.02%
363,110
+189,110
632
$12.6M 0.02%
248,842
-101,575
633
$12.6M 0.02%
124,174
+1,214
634
$12.6M 0.02%
113,702
+16,525
635
$12.6M 0.02%
202,786
+177,641
636
$12.5M 0.02%
331,548
+162,675
637
$12.5M 0.02%
506,828
-50,284
638
$12.4M 0.02%
501,533
+12,761
639
$12.4M 0.02%
1,243,566
-12,755
640
$12.3M 0.02%
144,384
+238
641
$12.3M 0.02%
130,393
+19,715
642
$12.3M 0.02%
292,831
+13,223
643
$12.2M 0.02%
521,104
+474,537
644
$12.2M 0.02%
29,248
-983
645
$12M 0.02%
194,723
-30,321
646
$12M 0.02%
86,960
-5,990
647
$12M 0.02%
624,622
+129,938
648
$12M 0.02%
107,978
-6,476
649
$11.9M 0.02%
779,130
+195,823
650
$11.9M 0.02%
220,658
+50,635
24 25
26
27 28