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
1051
$4.91M 0.01%
20,100
+3,269
1052
$4.91M 0.01%
113,827
+19,025
1053
$4.9M 0.01%
88,086
+13,986
1054
$4.89M 0.01%
95,668
-7,066
1055
$4.88M 0.01%
193,216
-5,716
1056
$4.86M 0.01%
132,032
+71,489
1057
$4.86M 0.01%
293,018
+78,071
1058
$4.85M 0.01%
113,404
+37,894
1059
$4.84M 0.01%
93,668
-3,781
1060
$4.84M 0.01%
39,807
+70
1061
$4.84M 0.01%
67,375
-6,582
1062
$4.82M 0.01%
213,537
-41,736
1063
$4.8M 0.01%
277,983
+173,365
1064
$4.79M 0.01%
314,358
-14,867
1065
$4.79M 0.01%
41,014
-1,951
1066
$4.79M 0.01%
50,618
+1,283
1067
$4.78M 0.01%
21,885
-893
1068
$4.78M 0.01%
60,873
+20,761
1069
$4.78M 0.01%
129,134
+1,343
1070
$4.75M 0.01%
234,159
+98,058
1071
$4.75M 0.01%
88,172
+1,157
1072
$4.74M 0.01%
117,739
+7,776
1073
$4.71M 0.01%
140,695
+6,525
1074
$4.71M 0.01%
217,689
-10,225
1075
$4.71M 0.01%
80,806
-5,996
41 42
43
44 45