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
2951
$238K ﹤0.01%
8,713
+612
2952
$237K ﹤0.01%
3,462
-4,189
2953
$237K ﹤0.01%
20,379
+2,418
2954
$237K ﹤0.01%
28,593
+2,678
2955
$237K ﹤0.01%
10,475
-9,637
2956
$237K ﹤0.01%
6,584
-111
2957
$236K ﹤0.01%
11,128
-15,723
2958
$235K ﹤0.01%
+22,993
2959
$235K ﹤0.01%
4,108
-88
2960
$235K ﹤0.01%
7,456
-300
2961
$235K ﹤0.01%
8,141
2962
$232K ﹤0.01%
4,685
-7,246
2963
$232K ﹤0.01%
19,056
+3,298
2964
$230K ﹤0.01%
19,876
-2,435
2965
$230K ﹤0.01%
851,520
-22,806
2966
$230K ﹤0.01%
+5,802
2967
$229K ﹤0.01%
24,294
+2,773
2968
$229K ﹤0.01%
+5,511
2969
$229K ﹤0.01%
11,604
-5,165
2970
$228K ﹤0.01%
+3,202
2971
$228K ﹤0.01%
26,715
+6,056
2972
$228K ﹤0.01%
23,506
-5,230
2973
$227K ﹤0.01%
1,551
+48
2974
$226K ﹤0.01%
22,500
-1,140
2975
$225K ﹤0.01%
9,490
+60
117 118
119
120 121