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
1701
$1.8M ﹤0.01%
354,635
-125,666
1702
$1.8M ﹤0.01%
42,962
-1,171
1703
$1.8M ﹤0.01%
445,763
+35,095
1704
$1.8M ﹤0.01%
44,814
-9,183
1705
$1.79M ﹤0.01%
32,938
+389
1706
$1.79M ﹤0.01%
19,296
-445
1707
$1.79M ﹤0.01%
41,220
+23,928
1708
$1.79M ﹤0.01%
98,598
-30,137
1709
$1.78M ﹤0.01%
329,736
-7,808
1710
$1.78M ﹤0.01%
68,289
-4,105
1711
$1.78M ﹤0.01%
24,352
-209
1712
$1.78M ﹤0.01%
36,075
+6,547
1713
$1.77M ﹤0.01%
78,897
-1,884
1714
$1.77M ﹤0.01%
9,322
+1,611
1715
$1.77M ﹤0.01%
43,402
+12,617
1716
$1.77M ﹤0.01%
+59,509
1717
$1.77M ﹤0.01%
81,625
+444
1718
$1.76M ﹤0.01%
59,208
-8
1719
$1.76M ﹤0.01%
15,520
-2,336
1720
$1.75M ﹤0.01%
29,708
-26,362
1721
$1.75M ﹤0.01%
10,649
-688
1722
$1.75M ﹤0.01%
292,666
+100,820
1723
$1.75M ﹤0.01%
112,760
+19,737
1724
$1.74M ﹤0.01%
94,336
+2,406
1725
$1.74M ﹤0.01%
56,109
-664
67 68
69
70 71