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
2726
$361K ﹤0.01%
33,482
+1,996
2727
$360K ﹤0.01%
32,601
-11,283
2728
$355K ﹤0.01%
16,425
+1,585
2729
$354K ﹤0.01%
31,600
+3,405
2730
$354K ﹤0.01%
32,500
-3,000
2731
$353K ﹤0.01%
113,279
+5,000
2732
$352K ﹤0.01%
4,453
-497
2733
$350K ﹤0.01%
14,964
+858
2734
$350K ﹤0.01%
23,616
+2,200
2735
$349K ﹤0.01%
7,100
+500
2736
$348K ﹤0.01%
10,400
-83,700
2737
$347K ﹤0.01%
+11,882
2738
$347K ﹤0.01%
34,950
+7,466
2739
$347K ﹤0.01%
3,388
2740
$346K ﹤0.01%
17,636
+15
2741
$345K ﹤0.01%
28,941
-1,508
2742
$345K ﹤0.01%
8,830
+103
2743
$342K ﹤0.01%
+11,848
2744
$342K ﹤0.01%
9,079
-3,968
2745
$342K ﹤0.01%
15,859
-332
2746
$342K ﹤0.01%
+11,899
2747
$340K ﹤0.01%
6,978
+545
2748
$338K ﹤0.01%
+17,615
2749
$337K ﹤0.01%
5,653
-40
2750
$336K ﹤0.01%
7,681
108 109
110
111 112