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
151
$111M 0.15%
742,774
+38,825
152
$110M 0.15%
1,289,892
-2,356
153
$109M 0.15%
4,549,680
+62,044
154
$109M 0.15%
1,925,457
+207,601
155
$109M 0.15%
1,436,716
+14,492
156
$106M 0.15%
1,544,790
-81,228
157
$106M 0.15%
734,204
+546
158
$106M 0.14%
1,621,587
+46,356
159
$105M 0.14%
579,723
+14,785
160
$105M 0.14%
3,448,155
-103,130
161
$104M 0.14%
785,537
+35,989
162
$104M 0.14%
150,009
-4,113
163
$102M 0.14%
1,914,416
+205,068
164
$102M 0.14%
461,527
-6,945
165
$102M 0.14%
493,836
+72,304
166
$101M 0.14%
387,580
+34,119
167
$101M 0.14%
2,358,791
+44,921
168
$98.2M 0.13%
1,370,231
+470,256
169
$97.5M 0.13%
338,394
-10,409
170
$97.3M 0.13%
975,941
+39,925
171
$96.7M 0.13%
1,787,115
-6,304
172
$96.3M 0.13%
1,345,645
-20,763
173
$95.1M 0.13%
359,997
-591
174
$95.1M 0.13%
1,844,588
-8,332
175
$94.2M 0.13%
2,342,084
+100,004
5 6
7
8 9