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
2651
$402K ﹤0.01%
7,578
-3,010
2652
$402K ﹤0.01%
14,819
-800
2653
$400K ﹤0.01%
13,215
-191
2654
$400K ﹤0.01%
7,171
+55
2655
$400K ﹤0.01%
6,446
-6,817
2656
$400K ﹤0.01%
17,876
-788
2657
$398K ﹤0.01%
12,055
-543
2658
$398K ﹤0.01%
61,000
-5,504
2659
$397K ﹤0.01%
12,746
+2,050
2660
$396K ﹤0.01%
52,365
+1,287
2661
$396K ﹤0.01%
13,248
+439
2662
$395K ﹤0.01%
22,486
-1,000
2663
$395K ﹤0.01%
10,057
-1,233
2664
$395K ﹤0.01%
47,800
+17,075
2665
$395K ﹤0.01%
14,716
+6,503
2666
$395K ﹤0.01%
12,332
2667
$394K ﹤0.01%
10,026
-1,949
2668
$394K ﹤0.01%
52,369
+5,585
2669
$394K ﹤0.01%
45,730
+22,371
2670
$393K ﹤0.01%
44,956
+18,901
2671
$393K ﹤0.01%
19,568
-135,104
2672
$392K ﹤0.01%
3,384
-21,558
2673
$391K ﹤0.01%
13,259
-268
2674
$391K ﹤0.01%
21,171
-99,634
2675
$389K ﹤0.01%
8,760
-4,962
105 106
107
108 109