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
726
$9.71M 0.01%
111,234
-8,186
727
$9.7M 0.01%
59,920
+6,851
728
$9.67M 0.01%
186,459
+62,843
729
$9.65M 0.01%
671,068
+300,059
730
$9.65M 0.01%
115,771
-3,960
731
$9.65M 0.01%
76,345
-1,833
732
$9.64M 0.01%
212,040
+451
733
$9.58M 0.01%
266,001
-169,515
734
$9.57M 0.01%
68,105
-3,400
735
$9.57M 0.01%
393,903
+71,762
736
$9.47M 0.01%
180,019
+1,776
737
$9.47M 0.01%
84,886
+1,432
738
$9.43M 0.01%
208,088
-1,213
739
$9.42M 0.01%
1,123,866
+202,158
740
$9.4M 0.01%
71,995
-35,752
741
$9.39M 0.01%
150,290
-245
742
$9.39M 0.01%
102,609
-5,796
743
$9.33M 0.01%
692,925
-120,796
744
$9.33M 0.01%
64,982
-497
745
$9.31M 0.01%
182,582
+34,844
746
$9.3M 0.01%
80,884
-3,518
747
$9.29M 0.01%
186,392
+11,206
748
$9.29M 0.01%
328,218
-43,599
749
$9.25M 0.01%
342,526
-42,499
750
$9.23M 0.01%
104,245
-14,597
28 29
30
31 32