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
2476
$536K ﹤0.01%
15,677
+686
2477
$535K ﹤0.01%
20,365
-103,446
2478
$534K ﹤0.01%
29,362
-2,119
2479
$532K ﹤0.01%
43,936
+6,795
2480
$531K ﹤0.01%
21,245
-437
2481
$531K ﹤0.01%
28,091
-148
2482
$530K ﹤0.01%
+16,323
2483
$529K ﹤0.01%
18,799
-3,458
2484
$527K ﹤0.01%
+19,947
2485
$527K ﹤0.01%
43,719
+786
2486
$527K ﹤0.01%
14,014
-52,938
2487
$526K ﹤0.01%
48,160
+3,169
2488
$526K ﹤0.01%
4,607
-583
2489
$525K ﹤0.01%
26,642
+20
2490
$525K ﹤0.01%
45,104
-2,895
2491
$524K ﹤0.01%
3,322
-115
2492
$523K ﹤0.01%
12,953
-521
2493
$523K ﹤0.01%
13,826
+204
2494
$522K ﹤0.01%
19,095
+480
2495
$521K ﹤0.01%
7,681
2496
$520K ﹤0.01%
6,060
+1,124
2497
$520K ﹤0.01%
20,715
-16,785
2498
$518K ﹤0.01%
+18,531
2499
$517K ﹤0.01%
107,072
2500
$517K ﹤0.01%
11,351
-249
98 99
100
101 102