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
951
$5.87M 0.01%
182,836
+13,779
952
$5.87M 0.01%
280,284
-57,767
953
$5.86M 0.01%
234,359
-52,428
954
$5.86M 0.01%
82,419
-377
955
$5.85M 0.01%
60,666
+13,296
956
$5.84M 0.01%
121,364
-2,120
957
$5.84M 0.01%
91,078
-1,245
958
$5.82M 0.01%
186,854
+14,333
959
$5.82M 0.01%
275,380
+13,955
960
$5.81M 0.01%
392,579
+2,589
961
$5.74M 0.01%
75,107
-1,290
962
$5.73M 0.01%
139,705
-36,118
963
$5.73M 0.01%
154,450
+17,436
964
$5.71M 0.01%
48,411
+376
965
$5.7M 0.01%
4,949
+117
966
$5.68M 0.01%
223,893
+39,747
967
$5.68M 0.01%
67,190
+794
968
$5.67M 0.01%
29,523
+116
969
$5.67M 0.01%
12,060
-7,529
970
$5.66M 0.01%
41,376
-1,670
971
$5.66M 0.01%
28,499
-3,149
972
$5.66M 0.01%
60,711
+24,052
973
$5.65M 0.01%
65,526
-552
974
$5.62M 0.01%
112,402
+9,870
975
$5.59M 0.01%
171,395
-3,623
37 38
39
40 41