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
801
$8.18M 0.01%
375,681
-27,919
802
$8.15M 0.01%
879,872
+81,581
803
$8.11M 0.01%
125,878
+13,840
804
$8.07M 0.01%
62,604
+16,025
805
$8.05M 0.01%
393,146
+18,441
806
$8.04M 0.01%
182,005
-840
807
$8.04M 0.01%
54,961
+2,515
808
$8.03M 0.01%
98,801
-9,952
809
$8.02M 0.01%
51,527
+10,603
810
$8.01M 0.01%
56,910
-3,354
811
$8.01M 0.01%
207,721
-27,872
812
$8.01M 0.01%
58,926
+445
813
$7.96M 0.01%
43,317
-18,527
814
$7.94M 0.01%
417,570
+303,625
815
$7.93M 0.01%
144,962
-2,133
816
$7.89M 0.01%
63,649
+11,841
817
$7.89M 0.01%
+485,548
818
$7.84M 0.01%
224,990
+4,640
819
$7.82M 0.01%
138,767
+1,979
820
$7.8M 0.01%
237,528
+1,664
821
$7.8M 0.01%
130,001
-2,739
822
$7.76M 0.01%
150,935
-42,491
823
$7.75M 0.01%
63,772
-3,380
824
$7.73M 0.01%
118,199
+2,537
825
$7.7M 0.01%
254,620
+46,642
31 32
33
34 35