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
676
$11M 0.02%
380,814
+193,560
677
$10.9M 0.01%
48,494
-1,316
678
$10.9M 0.01%
305,511
+34,579
679
$10.9M 0.01%
181,850
-8,590
680
$10.8M 0.01%
8,230
-454
681
$10.7M 0.01%
260,228
+28,061
682
$10.7M 0.01%
210,563
+13,460
683
$10.7M 0.01%
202,010
+6,308
684
$10.7M 0.01%
131,888
+7,346
685
$10.6M 0.01%
615,813
+559,650
686
$10.6M 0.01%
209,353
-6,237
687
$10.6M 0.01%
187,599
-738
688
$10.6M 0.01%
48,546
-981
689
$10.5M 0.01%
621,963
+18,856
690
$10.5M 0.01%
138,238
-7,650
691
$10.5M 0.01%
340,903
+34,411
692
$10.5M 0.01%
118,220
+30,993
693
$10.4M 0.01%
65,300
+20,328
694
$10.4M 0.01%
156,735
+5,310
695
$10.4M 0.01%
172,177
-17,121
696
$10.4M 0.01%
19,274
-32,976
697
$10.4M 0.01%
178,536
-5,611
698
$10.3M 0.01%
117,732
+286
699
$10.3M 0.01%
329,453
+7,905
700
$10.3M 0.01%
61,446
+808
26 27
28
29 30