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
2601
$436K ﹤0.01%
10,656
-1,971
2602
$433K ﹤0.01%
9,163
-34,664
2603
$433K ﹤0.01%
15,878
+750
2604
$431K ﹤0.01%
12,318
+49
2605
$431K ﹤0.01%
8,090
+250
2606
$430K ﹤0.01%
+142,527
2607
$429K ﹤0.01%
47,132
-754
2608
$428K ﹤0.01%
21,516
+2,436
2609
$427K ﹤0.01%
3,168
+323
2610
$426K ﹤0.01%
9,672
+441
2611
$425K ﹤0.01%
22,986
+441
2612
$425K ﹤0.01%
6,386
+200
2613
$424K ﹤0.01%
41,975
-12,775
2614
$423K ﹤0.01%
35,232
+1,285
2615
$422K ﹤0.01%
10,373
-9,120
2616
$421K ﹤0.01%
49,448
-13,219
2617
$421K ﹤0.01%
87,161
+988
2618
$421K ﹤0.01%
1,894
-455
2619
$420K ﹤0.01%
9,065
-2,013
2620
$420K ﹤0.01%
21,385
-34,231
2621
$419K ﹤0.01%
18,735
-69
2622
$417K ﹤0.01%
1,994
-2,038
2623
$417K ﹤0.01%
6,815
-2,643
2624
$415K ﹤0.01%
28,514
-3,270
2625
$414K ﹤0.01%
96,217
103 104
105
106 107