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
2851
$285K ﹤0.01%
19,815
+1,518
2852
$284K ﹤0.01%
10,532
-412
2853
$283K ﹤0.01%
5,538
-21,651
2854
$283K ﹤0.01%
22,263
-1,461
2855
$282K ﹤0.01%
8,292
-9
2856
$281K ﹤0.01%
27,891
+9,478
2857
$281K ﹤0.01%
7,242
-12,758
2858
$280K ﹤0.01%
5,936
-41
2859
$280K ﹤0.01%
72,701
+666
2860
$279K ﹤0.01%
4,056
-5,725
2861
$279K ﹤0.01%
28,309
+12,757
2862
$279K ﹤0.01%
4,687
-493
2863
$278K ﹤0.01%
24,265
+9,235
2864
$277K ﹤0.01%
2,758
+175
2865
$277K ﹤0.01%
14,448
+832
2866
$276K ﹤0.01%
18,301
+4,618
2867
$276K ﹤0.01%
42,462
+20,059
2868
$276K ﹤0.01%
9,173
+2
2869
$276K ﹤0.01%
1,515
+297
2870
$275K ﹤0.01%
4,079
+710
2871
$275K ﹤0.01%
1,976
+74
2872
$274K ﹤0.01%
21,295
-562
2873
$274K ﹤0.01%
73,222
+6,463
2874
$274K ﹤0.01%
20,307
-2,048
2875
$274K ﹤0.01%
6,044
-2,840
113 114
115
116 117