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
2051
$1.06M ﹤0.01%
22,588
+11,505
2052
$1.06M ﹤0.01%
69,508
+16,742
2053
$1.06M ﹤0.01%
48,627
-64,283
2054
$1.06M ﹤0.01%
36,218
-35,951
2055
$1.06M ﹤0.01%
232,535
-19,425
2056
$1.05M ﹤0.01%
14,477
-858
2057
$1.05M ﹤0.01%
76,672
+25,792
2058
$1.05M ﹤0.01%
49,726
-9,398
2059
$1.05M ﹤0.01%
167,866
+131,266
2060
$1.05M ﹤0.01%
43,589
-8,843
2061
$1.05M ﹤0.01%
57,326
+7,198
2062
$1.05M ﹤0.01%
15,951
-147
2063
$1.04M ﹤0.01%
46,089
-4,965
2064
$1.04M ﹤0.01%
13,690
-127
2065
$1.04M ﹤0.01%
57,501
-4,629
2066
$1.04M ﹤0.01%
11,901
+316
2067
$1.03M ﹤0.01%
281,332
+24,851
2068
$1.03M ﹤0.01%
57,066
-3,357
2069
$1.03M ﹤0.01%
65,296
+34,993
2070
$1.02M ﹤0.01%
18,736
-361
2071
$1.02M ﹤0.01%
10,917
+59
2072
$1.02M ﹤0.01%
8,279
+21
2073
$1.02M ﹤0.01%
+14,755
2074
$1.02M ﹤0.01%
18,115
-20
2075
$1.02M ﹤0.01%
21,981
-9,620
81 82
83
84 85