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
1076
$4.69M 0.01%
65,404
-5,766
1077
$4.68M 0.01%
49,928
+126
1078
$4.67M 0.01%
96,554
-4,777
1079
$4.66M 0.01%
82,503
+713
1080
$4.66M 0.01%
373,930
+41,823
1081
$4.65M 0.01%
90,604
+5,285
1082
$4.63M 0.01%
125,657
-1,499
1083
$4.63M 0.01%
183,715
+4,161
1084
$4.62M 0.01%
274,449
-11,834
1085
$4.61M 0.01%
184,099
+4,337
1086
$4.6M 0.01%
258,135
-98,725
1087
$4.58M 0.01%
133,251
+2,751
1088
$4.58M 0.01%
107,795
-12,078
1089
$4.57M 0.01%
220,691
+14,106
1090
$4.56M 0.01%
401,333
-3,413
1091
$4.56M 0.01%
70,126
-5,457
1092
$4.56M 0.01%
73,393
+12,408
1093
$4.56M 0.01%
180,265
-16,163
1094
$4.55M 0.01%
91,821
-1,240
1095
$4.53M 0.01%
200,909
+10,109
1096
$4.53M 0.01%
81,680
+6,653
1097
$4.53M 0.01%
165,513
-33,157
1098
$4.53M 0.01%
102,894
-2,785
1099
$4.52M 0.01%
121,549
-174
1100
$4.52M 0.01%
87,965
-1,187
42 43
44
45 46