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
201
$76.6M 0.1%
3,166,404
+162,576
202
$76.2M 0.1%
939,225
-205,803
203
$75.9M 0.1%
678,489
+34,220
204
$75.8M 0.1%
645,793
-20,353
205
$75.6M 0.1%
694,117
-38,638
206
$75.3M 0.1%
1,760,350
-55,400
207
$75.3M 0.1%
1,532,422
-26,178
208
$75.2M 0.1%
1,070,781
+39,993
209
$74.7M 0.1%
1,349,482
+652,694
210
$74.7M 0.1%
720,516
-17,553
211
$73.9M 0.1%
534,048
-16,622
212
$73.7M 0.1%
380,070
-12,226
213
$73M 0.1%
1,605,077
+17,392
214
$72.4M 0.1%
432,872
+12,076
215
$72.4M 0.1%
672,981
-39,936
216
$72M 0.1%
1,041,387
+62,760
217
$72M 0.1%
139
-3
218
$71.8M 0.1%
266,817
-2,037
219
$71.5M 0.1%
412,090
-20,791
220
$71.3M 0.1%
216,434
+40,199
221
$67.2M 0.09%
194,707
-4,041
222
$67.1M 0.09%
919,734
-49,250
223
$66.8M 0.09%
890,210
-18,534
224
$65.8M 0.09%
1,468,012
-350,831
225
$65.2M 0.09%
346,510
-7,711
7 8
9
10 11