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
51
$340M 0.47%
2,136,996
-446,851
52
$339M 0.46%
7,667,045
+180,540
53
$336M 0.46%
716,135
-52,411
54
$335M 0.46%
3,119,015
-22,296
55
$327M 0.45%
627,658
+3,247
56
$318M 0.43%
2,357,097
-232,261
57
$317M 0.43%
7,453,270
+422,522
58
$316M 0.43%
1,521,396
+36,528
59
$315M 0.43%
707,381
+845
60
$305M 0.42%
895,755
+16,909
61
$299M 0.41%
1,487,830
+22,031
62
$294M 0.4%
3,464,007
+86,759
63
$293M 0.4%
2,990,052
+40,408
64
$292M 0.4%
1,316,001
+33,325
65
$289M 0.4%
1,366,291
+32,012
66
$287M 0.39%
1,816,494
+119,152
67
$285M 0.39%
955,537
+9,206
68
$283M 0.39%
2,379,295
-201,032
69
$267M 0.37%
722,194
-11,252
70
$265M 0.36%
1,566,610
+47,289
71
$260M 0.36%
6,991,817
-56,252
72
$258M 0.35%
2,770,753
-15,978
73
$254M 0.35%
1,901,435
+61,046
74
$250M 0.34%
3,367,693
-99,790
75
$238M 0.33%
1,860,350
+74,626
1 2
3
4 5