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
1101
$4.52M 0.01%
47,865
+1,697
1102
$4.51M 0.01%
140,388
+7,960
1103
$4.51M 0.01%
191,022
+3,099
1104
$4.48M 0.01%
15,381
+714
1105
$4.47M 0.01%
268,492
+93,546
1106
$4.47M 0.01%
54,377
-11,189
1107
$4.47M 0.01%
102,452
+11,268
1108
$4.47M 0.01%
89,944
+6,058
1109
$4.46M 0.01%
221,326
+26,762
1110
$4.46M 0.01%
80,083
-1,370
1111
$4.43M 0.01%
163,687
-29,333
1112
$4.43M 0.01%
67,314
-2,829
1113
$4.42M 0.01%
179,612
-108,959
1114
$4.41M 0.01%
58,046
-4,600
1115
$4.39M 0.01%
99,384
-106,408
1116
$4.39M 0.01%
140,311
-87,314
1117
$4.39M 0.01%
172,857
+16,537
1118
$4.38M 0.01%
279,047
+3,859
1119
$4.38M 0.01%
190,591
+5,772
1120
$4.37M 0.01%
181,976
-13,840
1121
$4.37M 0.01%
38,232
+1,846
1122
$4.36M 0.01%
53,446
-52
1123
$4.36M 0.01%
105,424
-71,663
1124
$4.35M 0.01%
74,662
-34
1125
$4.35M 0.01%
171,297
-47,536
43 44
45
46 47