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
1176
$4M 0.01%
68,902
+1,784
1177
$4M 0.01%
54,152
+8,368
1178
$4M 0.01%
33,227
+1,592
1179
$3.99M 0.01%
77,623
-358
1180
$3.97M 0.01%
70,870
+2,815
1181
$3.97M 0.01%
81,260
-46,306
1182
$3.97M 0.01%
121,120
+2,600
1183
$3.95M 0.01%
237,026
+53,329
1184
$3.93M 0.01%
195,453
-19,315
1185
$3.93M 0.01%
55,063
+10,304
1186
$3.93M 0.01%
37,179
-164
1187
$3.92M 0.01%
67,006
-5,498
1188
$3.92M 0.01%
176,674
+140
1189
$3.91M 0.01%
23,500
+961
1190
$3.91M 0.01%
479,792
+4,701
1191
$3.9M 0.01%
154,662
+10,798
1192
$3.89M 0.01%
21,154
+386
1193
$3.89M 0.01%
169,872
+85,425
1194
$3.88M 0.01%
163,749
-4,740
1195
$3.87M 0.01%
14,536
+8,585
1196
$3.87M 0.01%
123,395
-1,657
1197
$3.87M 0.01%
83,709
-5,819
1198
$3.87M 0.01%
47,898
-3,311
1199
$3.86M 0.01%
298,863
-3,011
1200
$3.86M 0.01%
44,553
-3,526
46 47
48
49 50