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
1026
$5.08M 0.01%
168,200
+3,910
1027
$5.07M 0.01%
+101,541
1028
$5.07M 0.01%
115,421
+36,277
1029
$5.07M 0.01%
123,853
-8,077
1030
$5.05M 0.01%
33,958
+12,341
1031
$5.05M 0.01%
42,547
-4,331
1032
$5.04M 0.01%
117,813
+10,777
1033
$5.03M 0.01%
24,359
+7,415
1034
$5.03M 0.01%
133,457
-52,889
1035
$5.02M 0.01%
174,333
-21,855
1036
$5.02M 0.01%
189,000
-42
1037
$5.02M 0.01%
181,127
+3,604
1038
$5.01M 0.01%
97,180
+5,367
1039
$5.01M 0.01%
38,086
-5,635
1040
$5M 0.01%
98,722
-1,668
1041
$4.99M 0.01%
174,206
-7,226
1042
$4.98M 0.01%
94,476
+9,231
1043
$4.97M 0.01%
97,304
-20,451
1044
$4.96M 0.01%
170,222
+45,384
1045
$4.95M 0.01%
529,196
-1,640
1046
$4.94M 0.01%
48,635
-768
1047
$4.93M 0.01%
25,945
+2,771
1048
$4.93M 0.01%
292,562
+19,119
1049
$4.92M 0.01%
118,000
-45,800
1050
$4.92M 0.01%
77,788
+67,845
40 41
42
43 44