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
1001
$5.4M 0.01%
277,436
+17,153
1002
$5.4M 0.01%
97,650
+11,656
1003
$5.38M 0.01%
245,730
-8,705
1004
$5.38M 0.01%
21,131
+1,309
1005
$5.37M 0.01%
21,375
+16,199
1006
$5.36M 0.01%
104,414
+1,053
1007
$5.36M 0.01%
36,284
+1,201
1008
$5.35M 0.01%
141,637
-87,893
1009
$5.35M 0.01%
62,946
-272
1010
$5.32M 0.01%
114,298
+23,089
1011
$5.31M 0.01%
34,286
+141
1012
$5.28M 0.01%
157,916
-13,086
1013
$5.24M 0.01%
177,954
+12,565
1014
$5.23M 0.01%
142,592
+5,237
1015
$5.2M 0.01%
55,332
+3,374
1016
$5.2M 0.01%
45,586
-1,234
1017
$5.19M 0.01%
36,536
+21,838
1018
$5.19M 0.01%
223,645
+19,977
1019
$5.18M 0.01%
192,218
-7,005
1020
$5.17M 0.01%
242,291
+1,076
1021
$5.15M 0.01%
221,157
+74,124
1022
$5.11M 0.01%
4,359
+3
1023
$5.1M 0.01%
56,437
-7,006
1024
$5.09M 0.01%
180,842
-2,934
1025
$5.08M 0.01%
383,349
+9,589
39 40
41
42 43