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
1126
$4.34M 0.01%
241,139
-16,872
1127
$4.33M 0.01%
64,411
-2,276
1128
$4.32M 0.01%
165,976
+144,675
1129
$4.32M 0.01%
215,975
+29,491
1130
$4.32M 0.01%
213,055
-9,938
1131
$4.31M 0.01%
47,965
+45
1132
$4.3M 0.01%
143,414
+941
1133
$4.28M 0.01%
273,880
+19,911
1134
$4.28M 0.01%
317,680
+27,366
1135
$4.28M 0.01%
27,349
+2,406
1136
$4.27M 0.01%
22,717
-202
1137
$4.26M 0.01%
160,475
+62,049
1138
$4.26M 0.01%
105,666
+3,000
1139
$4.26M 0.01%
143,944
+12,077
1140
$4.26M 0.01%
49,165
+21,551
1141
$4.26M 0.01%
26,515
-3,199
1142
$4.25M 0.01%
107,728
+27,595
1143
$4.25M 0.01%
60,037
+10,474
1144
$4.25M 0.01%
63,705
-5,531
1145
$4.25M 0.01%
122,805
-723
1146
$4.23M 0.01%
115,437
+15,246
1147
$4.22M 0.01%
31,231
-1,939
1148
$4.21M 0.01%
55,282
-501
1149
$4.19M 0.01%
21,455
+333
1150
$4.17M 0.01%
36,854
-852
44 45
46
47 48