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
3076
$177K ﹤0.01%
10,427
-146,000
3077
$177K ﹤0.01%
+12,437
3078
$176K ﹤0.01%
15,070
+4
3079
$175K ﹤0.01%
+45,032
3080
$170K ﹤0.01%
14,185
-14,438
3081
$170K ﹤0.01%
13,897
-4,052
3082
$168K ﹤0.01%
47,777
+10,655
3083
$167K ﹤0.01%
12,525
+600
3084
$167K ﹤0.01%
27,678
+2,949
3085
$167K ﹤0.01%
+10,104
3086
$165K ﹤0.01%
48,915
+13,417
3087
$165K ﹤0.01%
20,712
+250
3088
$163K ﹤0.01%
14,860
+1,858
3089
$162K ﹤0.01%
12,626
+519
3090
$160K ﹤0.01%
50,000
3091
$158K ﹤0.01%
2,711
-406
3092
$157K ﹤0.01%
10,006
-3,000
3093
$157K ﹤0.01%
10,970
-619
3094
$156K ﹤0.01%
23,129
-11,327
3095
$156K ﹤0.01%
25,950
+183
3096
$154K ﹤0.01%
+4,248
3097
$153K ﹤0.01%
+11,208
3098
$153K ﹤0.01%
14,192
+1,117
3099
$153K ﹤0.01%
12,057
3100
$150K ﹤0.01%
15,970
+2,000
122 123
124
125 126