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
2926
$252K ﹤0.01%
6,159
-15,448
2927
$250K ﹤0.01%
8,575
+12
2928
$249K ﹤0.01%
37,829
+11,659
2929
$249K ﹤0.01%
3,310
-89
2930
$249K ﹤0.01%
+11,569
2931
$248K ﹤0.01%
+99,000
2932
$247K ﹤0.01%
+3,779
2933
$247K ﹤0.01%
5,800
2934
$247K ﹤0.01%
8,295
2935
$246K ﹤0.01%
6,409
-44
2936
$246K ﹤0.01%
13,228
-232
2937
$244K ﹤0.01%
5,712
-29
2938
$243K ﹤0.01%
39,898
-5,732
2939
$242K ﹤0.01%
7,201
+23
2940
$242K ﹤0.01%
13,609
+3,617
2941
$241K ﹤0.01%
10,096
-10,945
2942
$241K ﹤0.01%
+1,545
2943
$241K ﹤0.01%
+100,000
2944
$240K ﹤0.01%
24,148
2945
$240K ﹤0.01%
2,250
+152
2946
$240K ﹤0.01%
6,261
-539
2947
$239K ﹤0.01%
14,041
-163
2948
$239K ﹤0.01%
2,516
-1,945
2949
$238K ﹤0.01%
8,038
-359
2950
$238K ﹤0.01%
15,265
-11,000
116 117
118
119 120