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
851
$7.21M 0.01%
90,001
-4,152
852
$7.2M 0.01%
46,791
+8,621
853
$7.2M 0.01%
98,680
+5,347
854
$7.18M 0.01%
825,791
+114,405
855
$7.18M 0.01%
403,342
+21,420
856
$7.17M 0.01%
377,240
+6,733
857
$7.16M 0.01%
109,410
-70,212
858
$7.13M 0.01%
46,891
-1,440
859
$7.11M 0.01%
613,258
+37,752
860
$7.1M 0.01%
179,249
-37,307
861
$7.09M 0.01%
48,199
+19,980
862
$7.07M 0.01%
59,470
+7,893
863
$7.07M 0.01%
378,197
-11,780
864
$7.03M 0.01%
141,799
+6,843
865
$7.02M 0.01%
104,149
-4,371
866
$7.01M 0.01%
33,858
-655
867
$7.01M 0.01%
185,918
-117,811
868
$6.99M 0.01%
557,058
-55,280
869
$6.98M 0.01%
148,236
+1,468
870
$6.96M 0.01%
152,172
+9,352
871
$6.96M 0.01%
38,162
-8,727
872
$6.96M 0.01%
130,867
+3,691
873
$6.95M 0.01%
67,000
-7,120
874
$6.94M 0.01%
101,774
-10,936
875
$6.93M 0.01%
220,458
+9,768
33 34
35
36 37