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
101
$167M 0.23%
3,342,894
+85,313
102
$167M 0.23%
852,530
+9,666
103
$162M 0.22%
1,322,418
-17,779
104
$159M 0.22%
826,007
+19,112
105
$158M 0.22%
1,620,422
+11,626
106
$158M 0.22%
630,999
+1,733
107
$157M 0.21%
637,759
+2,002
108
$155M 0.21%
5,719,453
+28,931
109
$154M 0.21%
683,107
-758
110
$153M 0.21%
785,250
+12,070
111
$153M 0.21%
2,108,031
+50,437
112
$151M 0.21%
341,822
+19,850
113
$151M 0.21%
3,754,996
+86,781
114
$149M 0.2%
4,573,618
+713,518
115
$149M 0.2%
2,853,295
+28,290
116
$149M 0.2%
833,338
-92,014
117
$146M 0.2%
899,469
+54,245
118
$145M 0.2%
5,064,748
-385,030
119
$145M 0.2%
2,428,447
-48,014
120
$145M 0.2%
684,343
-33,545
121
$143M 0.2%
197,364
+33,020
122
$143M 0.2%
352,608
+40,419
123
$142M 0.19%
815,332
-53,374
124
$141M 0.19%
1,260,865
-2,884
125
$141M 0.19%
4,334,908
+125,877
3 4
5
6 7