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
2501
$517K ﹤0.01%
+7,334
2502
$517K ﹤0.01%
55,846
+9,411
2503
$516K ﹤0.01%
6,804
+224
2504
$515K ﹤0.01%
12,818
+390
2505
$514K ﹤0.01%
45,748
+9,385
2506
$514K ﹤0.01%
+10,654
2507
$513K ﹤0.01%
20,377
+1,100
2508
$513K ﹤0.01%
69,464
-11,874
2509
$510K ﹤0.01%
34,729
-5,631
2510
$510K ﹤0.01%
12,561
+105
2511
$510K ﹤0.01%
10,484
+780
2512
$510K ﹤0.01%
10,113
-389
2513
$507K ﹤0.01%
4,979
+1,504
2514
$507K ﹤0.01%
+23,907
2515
$506K ﹤0.01%
21,366
+60
2516
$506K ﹤0.01%
5,443
-124
2517
$501K ﹤0.01%
28,038
-6,204
2518
$500K ﹤0.01%
14,764
+2,184
2519
$499K ﹤0.01%
62,395
-9,705
2520
$499K ﹤0.01%
5,844
-48
2521
$498K ﹤0.01%
38,014
-11,153
2522
$498K ﹤0.01%
202,357
+10,693
2523
$497K ﹤0.01%
19,318
+4,698
2524
$496K ﹤0.01%
40,159
+10,670
2525
$493K ﹤0.01%
12,105
+684
99 100
101
102 103