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
3051
$202K ﹤0.01%
4,256
-3,183
3052
$202K ﹤0.01%
46,220
-55
3053
$200K ﹤0.01%
+8,262
3054
$199K ﹤0.01%
18,914
-8,726
3055
$197K ﹤0.01%
12,800
+1,700
3056
$197K ﹤0.01%
38,110
+2,315
3057
$195K ﹤0.01%
7,219
+5,046
3058
$191K ﹤0.01%
10,716
-3,259
3059
$190K ﹤0.01%
+10,864
3060
$190K ﹤0.01%
16,361
-3,733
3061
$189K ﹤0.01%
20,680
-2,850
3062
$188K ﹤0.01%
11,845
-1,041
3063
$188K ﹤0.01%
16,200
+2,200
3064
$188K ﹤0.01%
13,519
+1,948
3065
$188K ﹤0.01%
24,659
+8,889
3066
$186K ﹤0.01%
15,368
+51
3067
$186K ﹤0.01%
15,563
-469
3068
$186K ﹤0.01%
15,472
-143
3069
$184K ﹤0.01%
15,462
+800
3070
$184K ﹤0.01%
10,077
+69
3071
$182K ﹤0.01%
14,737
-42
3072
$180K ﹤0.01%
16,794
-13,550
3073
$179K ﹤0.01%
23,228
+1,980
3074
$178K ﹤0.01%
10,039
-878
3075
$177K ﹤0.01%
15,518
-1,796
121 122
123
124 125