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
2776
$324K ﹤0.01%
12,540
-323
2777
$322K ﹤0.01%
19,480
2778
$322K ﹤0.01%
+16,824
2779
$321K ﹤0.01%
+6,221
2780
$321K ﹤0.01%
7,256
+1,755
2781
$321K ﹤0.01%
8,384
+2
2782
$321K ﹤0.01%
9,289
-1,653
2783
$320K ﹤0.01%
32,057
+1,585
2784
$319K ﹤0.01%
11,298
-4,357
2785
$319K ﹤0.01%
2,456
-917
2786
$319K ﹤0.01%
13,511
+785
2787
$318K ﹤0.01%
+36,315
2788
$318K ﹤0.01%
6,131
-73
2789
$317K ﹤0.01%
41,250
+1,050
2790
$317K ﹤0.01%
+6,289
2791
$316K ﹤0.01%
76,760
+41,243
2792
$315K ﹤0.01%
8,380
-22,625
2793
$313K ﹤0.01%
31,547
+2,168
2794
$313K ﹤0.01%
8,558
-1,157
2795
$312K ﹤0.01%
80,930
-3,585
2796
$312K ﹤0.01%
14,134
+2,634
2797
$311K ﹤0.01%
12,043
-330
2798
$311K ﹤0.01%
11,200
2799
$311K ﹤0.01%
+14,723
2800
$310K ﹤0.01%
1,745
-907
110 111
112
113 114