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
701
$10.3M 0.01%
236,927
-17,276
702
$10.2M 0.01%
166,299
-137,295
703
$10.2M 0.01%
87,157
+85,384
704
$10.2M 0.01%
534,429
-1,430,904
705
$10.2M 0.01%
83,704
-52,573
706
$10.2M 0.01%
145,797
+9,560
707
$10.2M 0.01%
104,416
+2,515
708
$10.1M 0.01%
410,164
-79
709
$10.1M 0.01%
503,287
+7,876
710
$10.1M 0.01%
43,641
+845
711
$10.1M 0.01%
278,428
+55,043
712
$10.1M 0.01%
161,747
-29,954
713
$10.1M 0.01%
282,083
+141,434
714
$10M 0.01%
7,250
+80
715
$10M 0.01%
383,601
-673,422
716
$10M 0.01%
133,158
+6,629
717
$9.98M 0.01%
120,446
-42,398
718
$9.98M 0.01%
22,912
-121
719
$9.94M 0.01%
67,340
-761
720
$9.94M 0.01%
76,613
-42,890
721
$9.89M 0.01%
154,019
-68,221
722
$9.81M 0.01%
108,497
-1,801
723
$9.8M 0.01%
130,848
+2,837
724
$9.76M 0.01%
119,826
+6,642
725
$9.75M 0.01%
71,720
-2,956
27 28
29
30 31