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
126
$138M 0.19%
1,298,321
-51,110
127
$137M 0.19%
5,570,454
+105,478
128
$134M 0.18%
5,619,749
129
$134M 0.18%
610,072
-5,798
130
$133M 0.18%
1,485,053
-349,508
131
$130M 0.18%
3,944,270
+719,440
132
$130M 0.18%
911,822
-9,998
133
$129M 0.18%
1,719,936
+38,025
134
$128M 0.18%
419,384
+18,617
135
$126M 0.17%
1,638,579
-41,209
136
$126M 0.17%
910,467
-7,053
137
$122M 0.17%
588,103
+25,454
138
$122M 0.17%
1,181,431
+266,316
139
$121M 0.17%
3,251,650
-56,345
140
$121M 0.17%
1,490,680
-514,998
141
$120M 0.16%
695,943
+157,749
142
$118M 0.16%
1,845,700
-35,063
143
$116M 0.16%
339,161
-32,651
144
$114M 0.16%
508,701
-2,920
145
$113M 0.15%
932,131
+15,151
146
$113M 0.15%
2,710,763
+31,647
147
$112M 0.15%
2,152,058
-313,260
148
$112M 0.15%
2,233,260
-199,880
149
$112M 0.15%
1,032,774
+131,273
150
$111M 0.15%
1,846,202
+107,960
4 5
6
7 8