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
751
$9.11M 0.01%
191,031
-1,737
752
$9.09M 0.01%
145,175
-23,809
753
$9.08M 0.01%
353,629
+105,218
754
$9.08M 0.01%
146,000
+8,016
755
$9.06M 0.01%
89,460
-6,207
756
$9.05M 0.01%
67,098
+11,964
757
$9M 0.01%
158,730
-19,350
758
$8.99M 0.01%
472,246
+254,455
759
$8.95M 0.01%
388,908
-154,560
760
$8.94M 0.01%
117,459
+22,701
761
$8.93M 0.01%
25,498
-560
762
$8.91M 0.01%
73,719
+4,092
763
$8.91M 0.01%
153,705
-29,192
764
$8.84M 0.01%
37,551
+9,289
765
$8.83M 0.01%
125,726
-14,521
766
$8.83M 0.01%
105,491
+13,202
767
$8.81M 0.01%
1,388
-152
768
$8.81M 0.01%
297,288
+27,378
769
$8.79M 0.01%
34,270
-15,508
770
$8.75M 0.01%
408,508
+129,144
771
$8.72M 0.01%
148,761
+32,916
772
$8.72M 0.01%
242,765
+18,379
773
$8.68M 0.01%
176,515
+11,144
774
$8.63M 0.01%
82,065
-914
775
$8.6M 0.01%
69,764
+17,606
29 30
31
32 33