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
2576
$454K ﹤0.01%
146,476
+462
2577
$454K ﹤0.01%
16,873
+1,444
2578
$454K ﹤0.01%
13,041
-3,813
2579
$454K ﹤0.01%
177,202
+56,536
2580
$453K ﹤0.01%
17,847
-251
2581
$453K ﹤0.01%
4,299
+1,946
2582
$453K ﹤0.01%
25,229
+4,032
2583
$453K ﹤0.01%
11,483
-4,078
2584
$453K ﹤0.01%
22,925
-2,825
2585
$452K ﹤0.01%
52,325
+8,500
2586
$452K ﹤0.01%
13,730
2587
$451K ﹤0.01%
5,353
+890
2588
$448K ﹤0.01%
52,010
-800
2589
$447K ﹤0.01%
25,224
+4,143
2590
$447K ﹤0.01%
4,583
-1,067
2591
$446K ﹤0.01%
1,296
+152
2592
$444K ﹤0.01%
6,881
-1,170
2593
$443K ﹤0.01%
14,523
-929
2594
$443K ﹤0.01%
16,385
-3,484
2595
$442K ﹤0.01%
7,250
-55
2596
$440K ﹤0.01%
29,828
+5,951
2597
$438K ﹤0.01%
67,813
-4,809
2598
$437K ﹤0.01%
68,508
+2,715
2599
$437K ﹤0.01%
6,992
+708
2600
$436K ﹤0.01%
24,256
+13,073
102 103
104
105 106