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
176
$93.8M 0.13%
353,262
-19,500
177
$92.5M 0.13%
446,672
-49,939
178
$92.3M 0.13%
5,788,201
+6,872
179
$90.8M 0.12%
1,029,720
+169,838
180
$90M 0.12%
968,061
+16,600
181
$88.7M 0.12%
1,173,161
+116,812
182
$88.5M 0.12%
895,581
+13,209
183
$87.5M 0.12%
3,320,063
+16,901
184
$86.2M 0.12%
438,894
+533
185
$86.1M 0.12%
1,448,439
+255,830
186
$85.1M 0.12%
907,963
-1,865
187
$84.9M 0.12%
1,965,505
+741,981
188
$84.2M 0.12%
483,470
+10,603
189
$84.2M 0.12%
871,569
+84,271
190
$84M 0.11%
1,040,757
+903,980
191
$83.4M 0.11%
213,889
+8,214
192
$80.5M 0.11%
324,678
+5,254
193
$79.3M 0.11%
968,243
+3,300
194
$78M 0.11%
2,225,612
+264,465
195
$77.8M 0.11%
959,321
+23,426
196
$77.7M 0.11%
174,909
-17,539
197
$77.4M 0.11%
2,031,737
+88,428
198
$77.4M 0.11%
924,394
-2,531,196
199
$77.3M 0.11%
412,495
-51,019
200
$77.1M 0.11%
1,154,932
-589,630
6 7
8
9 10