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
1976
$1.18M ﹤0.01%
14,157
-699
1977
$1.18M ﹤0.01%
76,418
+1,812
1978
$1.18M ﹤0.01%
15,516
+11,263
1979
$1.18M ﹤0.01%
50,857
-5,329
1980
$1.18M ﹤0.01%
22,556
+383
1981
$1.17M ﹤0.01%
24,579
+483
1982
$1.17M ﹤0.01%
22,826
+12,734
1983
$1.17M ﹤0.01%
65,000
-60
1984
$1.17M ﹤0.01%
52,870
+11,290
1985
$1.17M ﹤0.01%
20,762
+563
1986
$1.17M ﹤0.01%
5,287
-472
1987
$1.16M ﹤0.01%
144,654
-11,295
1988
$1.16M ﹤0.01%
19,698
-339
1989
$1.16M ﹤0.01%
35,027
+7,809
1990
$1.16M ﹤0.01%
247,156
+70,307
1991
$1.16M ﹤0.01%
16,730
+1,108
1992
$1.16M ﹤0.01%
8,686
+341
1993
$1.16M ﹤0.01%
36,867
+803
1994
$1.16M ﹤0.01%
15,413
-3,473
1995
$1.15M ﹤0.01%
12,346
-54
1996
$1.15M ﹤0.01%
7,379
1997
$1.15M ﹤0.01%
14,844
-23,443
1998
$1.15M ﹤0.01%
8,022
-117
1999
$1.14M ﹤0.01%
33,642
+15,222
2000
$1.14M ﹤0.01%
36,267
+4,249
78 79
80
81 82