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
901
$6.62M 0.01%
26,048
+2,428
902
$6.61M 0.01%
36,060
+5,321
903
$6.61M 0.01%
280,978
+6,382
904
$6.55M 0.01%
27,965
+660
905
$6.55M 0.01%
37,272
+5,609
906
$6.53M 0.01%
115,865
+18,568
907
$6.51M 0.01%
115,386
+7,468
908
$6.49M 0.01%
64,829
+652
909
$6.48M 0.01%
153,868
+1,357
910
$6.47M 0.01%
48,962
-5,497
911
$6.43M 0.01%
362,441
-32,918
912
$6.42M 0.01%
194,752
-13,244
913
$6.42M 0.01%
88,207
-95,330
914
$6.39M 0.01%
64,927
+6,034
915
$6.34M 0.01%
541,673
+171,375
916
$6.32M 0.01%
52,102
+2,527
917
$6.31M 0.01%
113,296
+15,720
918
$6.31M 0.01%
97,358
+30,817
919
$6.28M 0.01%
66,544
+4,203
920
$6.25M 0.01%
212,693
+6,461
921
$6.23M 0.01%
60,375
+8,558
922
$6.22M 0.01%
65,329
-6,680
923
$6.21M 0.01%
92,977
+2,872
924
$6.2M 0.01%
278,491
+244,858
925
$6.18M 0.01%
76,208
+1,258
35 36
37
38 39