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
776
$8.6M 0.01%
224,648
+12,978
777
$8.59M 0.01%
622,541
+29,803
778
$8.58M 0.01%
109,629
+683
779
$8.56M 0.01%
57,521
-2,996
780
$8.49M 0.01%
25,620
-946
781
$8.47M 0.01%
77,239
-899
782
$8.46M 0.01%
55,237
+5,595
783
$8.42M 0.01%
159,091
+5,296
784
$8.38M 0.01%
128,734
+4,379
785
$8.37M 0.01%
177,338
+1,794
786
$8.36M 0.01%
93,965
-6,908
787
$8.35M 0.01%
181,244
+4,497
788
$8.34M 0.01%
99,626
+4,786
789
$8.32M 0.01%
299,715
-12,878
790
$8.32M 0.01%
128,764
+8,457
791
$8.29M 0.01%
305,467
+123,794
792
$8.29M 0.01%
115,946
+20,433
793
$8.28M 0.01%
140,319
+3,337
794
$8.27M 0.01%
203,040
-3,229
795
$8.27M 0.01%
205,447
-3,602
796
$8.25M 0.01%
99,077
-5,277
797
$8.24M 0.01%
55,280
+14,548
798
$8.21M 0.01%
41,769
+685
799
$8.19M 0.01%
40,412
-3,501
800
$8.18M 0.01%
88,898
-9,062
30 31
32
33 34