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
826
$7.67M 0.01%
159,048
+46,170
827
$7.66M 0.01%
108,064
-20,007
828
$7.65M 0.01%
292,012
-18,004
829
$7.64M 0.01%
177,347
+4,357
830
$7.62M 0.01%
79,106
-2,023
831
$7.59M 0.01%
166,240
+22,054
832
$7.56M 0.01%
96,488
-9,048
833
$7.54M 0.01%
388,508
-56,977
834
$7.51M 0.01%
282,814
+71,360
835
$7.48M 0.01%
78,374
+807
836
$7.47M 0.01%
41,578
+857
837
$7.44M 0.01%
146,911
+17,686
838
$7.44M 0.01%
55,924
-7,604
839
$7.4M 0.01%
68,341
-63,373
840
$7.39M 0.01%
173,032
+27,594
841
$7.35M 0.01%
71,483
-3,124
842
$7.32M 0.01%
363,203
+9,861
843
$7.32M 0.01%
39,840
-2,188
844
$7.3M 0.01%
536,231
-1,629,280
845
$7.27M 0.01%
70,095
+327
846
$7.26M 0.01%
342,856
-97,008
847
$7.26M 0.01%
152,342
-1,053
848
$7.24M 0.01%
185,284
-1,862
849
$7.23M 0.01%
79,721
-30,793
850
$7.22M 0.01%
181,714
+55,554
32 33
34
35 36