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
2526
$493K ﹤0.01%
43,547
+32,740
2527
$491K ﹤0.01%
48,530
+13
2528
$488K ﹤0.01%
+14,525
2529
$488K ﹤0.01%
4,139
-1,347
2530
$488K ﹤0.01%
8,611
-3,177
2531
$487K ﹤0.01%
26,913
+3,134
2532
$486K ﹤0.01%
39,627
-1,043
2533
$486K ﹤0.01%
59,128
+1,498
2534
$486K ﹤0.01%
65,643
+1,212
2535
$485K ﹤0.01%
10,488
+1,105
2536
$484K ﹤0.01%
+11,240
2537
$484K ﹤0.01%
16,561
+2,789
2538
$484K ﹤0.01%
4,436
-2,239
2539
$484K ﹤0.01%
41,417
-28,014
2540
$481K ﹤0.01%
14,010
+5
2541
$481K ﹤0.01%
37,445
-2,035
2542
$481K ﹤0.01%
10,081
-206
2543
$480K ﹤0.01%
15,587
-4,000
2544
$480K ﹤0.01%
15,191
+4,427
2545
$479K ﹤0.01%
9,326
-1,437
2546
$479K ﹤0.01%
1,554
+511
2547
$478K ﹤0.01%
5,617
-9,809
2548
$478K ﹤0.01%
128,707
-2,443
2549
$477K ﹤0.01%
8,995
-7
2550
$477K ﹤0.01%
6,751
-169
100 101
102
103 104