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
76
$237M 0.32%
1,989,035
-8,371
77
$234M 0.32%
417,024
+54,081
78
$228M 0.31%
1,270,264
+293,015
79
$224M 0.31%
781,515
-35,299
80
$220M 0.3%
558,144
-54,318
81
$219M 0.3%
4,756,478
+57,807
82
$209M 0.29%
983,707
-16,244
83
$207M 0.28%
2,112,056
-133,199
84
$203M 0.28%
4,111,902
+73,569
85
$201M 0.28%
6,023,193
-1,171,531
86
$194M 0.27%
1,780,096
+72,957
87
$194M 0.26%
1,880,992
-9,929
88
$190M 0.26%
1,408,230
+140,990
89
$186M 0.25%
4,223,330
-329,580
90
$184M 0.25%
649,520
+16,166
91
$182M 0.25%
1,279,955
+20,353
92
$180M 0.25%
4,420,557
-156,277
93
$178M 0.24%
896,674
-14,203
94
$177M 0.24%
1,551,406
-161,292
95
$174M 0.24%
434,197
+3,878
96
$173M 0.24%
1,394,704
+4,336
97
$172M 0.24%
4,117,613
-82,719
98
$168M 0.23%
1,458,981
-10,697
99
$168M 0.23%
366,101
+11,416
100
$168M 0.23%
2,068,099
-520,076
2 3
4
5 6