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
926
$6.17M 0.01%
84,038
-7,430
927
$6.17M 0.01%
169,111
+92,788
928
$6.16M 0.01%
563,189
+87,667
929
$6.14M 0.01%
157,932
-4,952
930
$6.11M 0.01%
27,614
-12,008
931
$6.1M 0.01%
98,370
-5,679
932
$6.08M 0.01%
55,232
-2,259
933
$6.06M 0.01%
32,124
+619
934
$6.06M 0.01%
210,428
+33,062
935
$6.05M 0.01%
52,734
-3,422
936
$6.05M 0.01%
42,152
-804
937
$6.05M 0.01%
95,082
+1,980
938
$6.04M 0.01%
33,708
+7,560
939
$6.02M 0.01%
80,715
-679
940
$6.02M 0.01%
220,350
+3,185
941
$6.02M 0.01%
62,185
+6,272
942
$6.02M 0.01%
381,195
+178,978
943
$6.01M 0.01%
41,727
+2,017
944
$6M 0.01%
115,177
+66,335
945
$5.97M 0.01%
168,773
+87,803
946
$5.96M 0.01%
55,084
-3,178
947
$5.92M 0.01%
26,337
+235
948
$5.9M 0.01%
325,395
-9,523
949
$5.9M 0.01%
66,596
+10,673
950
$5.9M 0.01%
151,149
+890
36 37
38
39 40