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
3026
$207K ﹤0.01%
50,315
+1,118
3027
$207K ﹤0.01%
+5,315
3028
$207K ﹤0.01%
17,783
+1,005
3029
$207K ﹤0.01%
+3,391
3030
$207K ﹤0.01%
79,586
-1,344
3031
$207K ﹤0.01%
21,570
-68,003
3032
$207K ﹤0.01%
2,519
-30,748
3033
$207K ﹤0.01%
+4,796
3034
$207K ﹤0.01%
+2,233
3035
$206K ﹤0.01%
12,259
3036
$206K ﹤0.01%
2,990
-71
3037
$206K ﹤0.01%
+2,201
3038
$206K ﹤0.01%
6,638
-65
3039
$206K ﹤0.01%
4,571
+342
3040
$205K ﹤0.01%
9,064
+73
3041
$205K ﹤0.01%
4,651
-19
3042
$203K ﹤0.01%
14,609
-330
3043
$203K ﹤0.01%
555
-4
3044
$203K ﹤0.01%
13,673
-15,338
3045
$203K ﹤0.01%
57,238
-7,955
3046
$203K ﹤0.01%
4,300
-1,075
3047
$202K ﹤0.01%
28,300
+10,067
3048
$202K ﹤0.01%
23,255
+5,781
3049
$202K ﹤0.01%
7,124
-5,060
3050
$202K ﹤0.01%
+5,611
120 121
122
123 124