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
3001
$216K ﹤0.01%
+3,861
3002
$215K ﹤0.01%
15,097
-48
3003
$214K ﹤0.01%
20,643
-877
3004
$214K ﹤0.01%
20,906
-2,704
3005
$213K ﹤0.01%
15,538
+3,519
3006
$213K ﹤0.01%
35,696
+4,000
3007
$213K ﹤0.01%
13,089
+2,162
3008
$213K ﹤0.01%
+8,733
3009
$212K ﹤0.01%
+6,539
3010
$212K ﹤0.01%
1,476
-401
3011
$212K ﹤0.01%
25,972
-54,581
3012
$211K ﹤0.01%
3,699
+25
3013
$211K ﹤0.01%
8,217
-3,506
3014
$211K ﹤0.01%
56,653
+1,237
3015
$211K ﹤0.01%
11,926
-699
3016
$210K ﹤0.01%
17,122
+6,880
3017
$210K ﹤0.01%
5,093
-1,366
3018
$210K ﹤0.01%
+14,257
3019
$210K ﹤0.01%
61,382
+863
3020
$210K ﹤0.01%
5,356
-2,603
3021
$210K ﹤0.01%
9,490
+1,661
3022
$209K ﹤0.01%
2,139
-1,833
3023
$209K ﹤0.01%
7,488
-18,298
3024
$208K ﹤0.01%
21,252
+162
3025
$208K ﹤0.01%
+5,997
119 120
121
122 123