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
2676
$389K ﹤0.01%
39,717
-4,657
2677
$387K ﹤0.01%
45,834
+111
2678
$387K ﹤0.01%
22,514
-692
2679
$387K ﹤0.01%
7,766
+181
2680
$385K ﹤0.01%
5,027
-28
2681
$384K ﹤0.01%
8,000
2682
$384K ﹤0.01%
33,544
-24,981
2683
$383K ﹤0.01%
+36,095
2684
$383K ﹤0.01%
4,951
+13
2685
$383K ﹤0.01%
3,710
-462
2686
$383K ﹤0.01%
44,828
+18,998
2687
$383K ﹤0.01%
7,651
+9
2688
$382K ﹤0.01%
8,433
-9,867
2689
$381K ﹤0.01%
41,733
2690
$380K ﹤0.01%
38,000
2691
$379K ﹤0.01%
+14,308
2692
$378K ﹤0.01%
7,312
+1,369
2693
$378K ﹤0.01%
15,664
-36
2694
$378K ﹤0.01%
32,388
-880
2695
$377K ﹤0.01%
7,869
-20,686
2696
$377K ﹤0.01%
+14,462
2697
$377K ﹤0.01%
5,586
+859
2698
$376K ﹤0.01%
23,348
+4,118
2699
$376K ﹤0.01%
+7,035
2700
$375K ﹤0.01%
4,649
106 107
108
109 110