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
1926
$1.27M ﹤0.01%
77,523
+7,934
1927
$1.26M ﹤0.01%
22,681
-7,157
1928
$1.25M ﹤0.01%
23,989
+1,642
1929
$1.25M ﹤0.01%
50,804
-1,192
1930
$1.25M ﹤0.01%
42,280
-65,839
1931
$1.25M ﹤0.01%
23,894
+2,418
1932
$1.25M ﹤0.01%
151,653
-8,420
1933
$1.25M ﹤0.01%
12,210
-6,191
1934
$1.24M ﹤0.01%
35,909
-3,621
1935
$1.24M ﹤0.01%
14,797
-2,099
1936
$1.24M ﹤0.01%
109,929
+73,848
1937
$1.24M ﹤0.01%
43,866
-1,841
1938
$1.24M ﹤0.01%
35,105
+1,626
1939
$1.24M ﹤0.01%
41,190
+4,764
1940
$1.23M ﹤0.01%
80,211
+23,077
1941
$1.23M ﹤0.01%
15,231
+1,646
1942
$1.23M ﹤0.01%
26,469
+332
1943
$1.23M ﹤0.01%
55,797
+520
1944
$1.23M ﹤0.01%
35,652
-5,279
1945
$1.23M ﹤0.01%
113,038
+603
1946
$1.23M ﹤0.01%
21,141
-110
1947
$1.22M ﹤0.01%
195,886
+83,614
1948
$1.22M ﹤0.01%
57,187
+23,681
1949
$1.22M ﹤0.01%
148,227
+5,909
1950
$1.22M ﹤0.01%
21,420
+8,770
76 77
78
79 80