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
2026
$1.1M ﹤0.01%
131,925
-79,263
2027
$1.1M ﹤0.01%
9,922
-1,615
2028
$1.1M ﹤0.01%
62,866
-174
2029
$1.1M ﹤0.01%
28,027
+1,104
2030
$1.09M ﹤0.01%
+197,917
2031
$1.09M ﹤0.01%
55,955
-2,041
2032
$1.09M ﹤0.01%
99,357
-33,358
2033
$1.09M ﹤0.01%
48,035
+2,738
2034
$1.09M ﹤0.01%
38,572
+4,687
2035
$1.09M ﹤0.01%
21,731
+10,854
2036
$1.09M ﹤0.01%
7,420
+126
2037
$1.09M ﹤0.01%
105,923
-3,293
2038
$1.08M ﹤0.01%
17,129
+371
2039
$1.08M ﹤0.01%
47,642
-6,656
2040
$1.08M ﹤0.01%
23,827
+13,916
2041
$1.08M ﹤0.01%
14,002
-6,302
2042
$1.08M ﹤0.01%
289,829
+59,673
2043
$1.07M ﹤0.01%
+6,263
2044
$1.07M ﹤0.01%
12,744
+2,790
2045
$1.07M ﹤0.01%
73,757
+61,540
2046
$1.07M ﹤0.01%
15,747
+18
2047
$1.07M ﹤0.01%
40,562
-7,656
2048
$1.07M ﹤0.01%
11,805
+512
2049
$1.06M ﹤0.01%
36,651
+23,486
2050
$1.06M ﹤0.01%
26,163
-303
80 81
82
83 84