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
1151
$4.15M 0.01%
16,066
+2,220
1152
$4.15M 0.01%
55,191
+2,084
1153
$4.14M 0.01%
246,847
-45,418
1154
$4.14M 0.01%
341,821
+65,311
1155
$4.13M 0.01%
238,406
-238
1156
$4.13M 0.01%
70,716
+901
1157
$4.13M 0.01%
28,970
-836
1158
$4.13M 0.01%
78,168
+18,075
1159
$4.13M 0.01%
150,461
-81
1160
$4.12M 0.01%
80,666
+1,613
1161
$4.1M 0.01%
260,309
+2,866
1162
$4.1M 0.01%
18,152
+618
1163
$4.1M 0.01%
55,927
+1,003
1164
$4.09M 0.01%
72,250
-604
1165
$4.09M 0.01%
113,531
-7,876
1166
$4.09M 0.01%
137,080
-22,670
1167
$4.08M 0.01%
74,429
+615
1168
$4.07M 0.01%
155,108
+19,039
1169
$4.07M 0.01%
92,131
+10,715
1170
$4.06M 0.01%
21,805
+10,542
1171
$4.06M 0.01%
44,533
+5,766
1172
$4.05M 0.01%
228,955
+12,873
1173
$4.04M 0.01%
148,569
+21,781
1174
$4.04M 0.01%
245,909
-9,862
1175
$4.03M 0.01%
63,833
+1,914
45 46
47
48 49