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
2701
$374K ﹤0.01%
40,041
-6,320
2702
$374K ﹤0.01%
+16,228
2703
$374K ﹤0.01%
15,404
-1,989
2704
$373K ﹤0.01%
298,698
+5,156
2705
$373K ﹤0.01%
32,949
+1,312
2706
$373K ﹤0.01%
29,983
-6,397
2707
$373K ﹤0.01%
8,229
+166
2708
$373K ﹤0.01%
34,718
+2,153
2709
$370K ﹤0.01%
8,862
-323
2710
$370K ﹤0.01%
27,682
-3,413
2711
$370K ﹤0.01%
20,181
+3,395
2712
$369K ﹤0.01%
7,046
-456
2713
$368K ﹤0.01%
+12,221
2714
$367K ﹤0.01%
60,930
+1,065
2715
$367K ﹤0.01%
9,331
-987
2716
$365K ﹤0.01%
11,970
-229
2717
$365K ﹤0.01%
31,079
-53
2718
$364K ﹤0.01%
33,672
+897
2719
$364K ﹤0.01%
3,202
-81
2720
$364K ﹤0.01%
5,704
-1,987
2721
$363K ﹤0.01%
352,683
+86,291
2722
$363K ﹤0.01%
50,372
-122
2723
$363K ﹤0.01%
4,439
-10,698
2724
$361K ﹤0.01%
4,970
+325
2725
$361K ﹤0.01%
14,256
-660
107 108
109
110 111