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
2976
$225K ﹤0.01%
+5,770
2977
$225K ﹤0.01%
9,639
2978
$225K ﹤0.01%
9,910
-516
2979
$224K ﹤0.01%
8,591
+375
2980
$224K ﹤0.01%
1,516
+33
2981
$223K ﹤0.01%
+3,758
2982
$223K ﹤0.01%
98,606
-79,679
2983
$223K ﹤0.01%
4,594
-1,666
2984
$222K ﹤0.01%
6,034
2985
$222K ﹤0.01%
35,993
+4,324
2986
$222K ﹤0.01%
3,575
-1,027
2987
$222K ﹤0.01%
2,930
-5,327
2988
$221K ﹤0.01%
15,366
+877
2989
$221K ﹤0.01%
5,813
-11,394
2990
$219K ﹤0.01%
2,949
+468
2991
$219K ﹤0.01%
11,601
-16,912
2992
$219K ﹤0.01%
4,155
-252
2993
$218K ﹤0.01%
18,419
-8,240
2994
$218K ﹤0.01%
11,466
-327
2995
$218K ﹤0.01%
3,464
-659
2996
$217K ﹤0.01%
11,726
-505
2997
$217K ﹤0.01%
21,170
-1,538
2998
$217K ﹤0.01%
21,826
+9,810
2999
$216K ﹤0.01%
6,777
-245
3000
$216K ﹤0.01%
13,940
+251
118 119
120
121 122