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
2751
$335K ﹤0.01%
5,930
-2,300
2752
$334K ﹤0.01%
26,500
-1,110
2753
$334K ﹤0.01%
28,727
+888
2754
$334K ﹤0.01%
3,931
-4,608
2755
$334K ﹤0.01%
13,110
+490
2756
$333K ﹤0.01%
+2,638
2757
$333K ﹤0.01%
16,090
+300
2758
$333K ﹤0.01%
25,517
+776
2759
$330K ﹤0.01%
7,714
-119
2760
$330K ﹤0.01%
69,272
+16,937
2761
$329K ﹤0.01%
43,550
+1,921
2762
$329K ﹤0.01%
32,321
+10,338
2763
$328K ﹤0.01%
28,938
-185
2764
$328K ﹤0.01%
30,610
+1,966
2765
$328K ﹤0.01%
6,065
-574
2766
$328K ﹤0.01%
376,750
-10,875
2767
$327K ﹤0.01%
5,683
+100
2768
$327K ﹤0.01%
10,821
+851
2769
$327K ﹤0.01%
37,418
-21,385
2770
$327K ﹤0.01%
14,104
-444
2771
$326K ﹤0.01%
23,573
-2,813
2772
$326K ﹤0.01%
38,817
+11,240
2773
$325K ﹤0.01%
6,088
-2,339
2774
$324K ﹤0.01%
2,314
-59
2775
$324K ﹤0.01%
60,000
109 110
111
112 113