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
1226
$3.69M 0.01%
+861,063
1227
$3.69M 0.01%
429,304
+25,237
1228
$3.69M 0.01%
67,989
+3,440
1229
$3.69M 0.01%
84,469
-13,907
1230
$3.68M 0.01%
102,199
+1,831
1231
$3.68M 0.01%
49,677
-728
1232
$3.68M 0.01%
274,069
-68,063
1233
$3.67M 0.01%
15,289
+10,586
1234
$3.66M 0.01%
125,216
-30,270
1235
$3.65M 0.01%
107,478
-24,610
1236
$3.64M 0.01%
70,088
+1,102
1237
$3.64M 0.01%
72,875
-15,893
1238
$3.64M 0.01%
21,179
-2,565
1239
$3.64M 0.01%
61,139
-4,421
1240
$3.63M 0.01%
33,378
+1,127
1241
$3.62M 0.01%
12,600
+1,929
1242
$3.62M 0.01%
53,353
-263
1243
$3.6M ﹤0.01%
101,353
-3,915
1244
$3.6M ﹤0.01%
134,680
+2,140
1245
$3.59M ﹤0.01%
91,718
-14,050
1246
$3.58M ﹤0.01%
63,170
+7,736
1247
$3.58M ﹤0.01%
18,247
+5,875
1248
$3.57M ﹤0.01%
18,549
-5,536
1249
$3.57M ﹤0.01%
121,536
-8,881
1250
$3.56M ﹤0.01%
40,198
-10,310
48 49
50
51 52