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
3101
$149K ﹤0.01%
11,659
-2,000
3102
$148K ﹤0.01%
+10,600
3103
$148K ﹤0.01%
+28,414
3104
$147K ﹤0.01%
106,111
+52,043
3105
$147K ﹤0.01%
+11,853
3106
$147K ﹤0.01%
21,369
+116
3107
$147K ﹤0.01%
14,403
-6,184
3108
$147K ﹤0.01%
12,692
+1,346
3109
$146K ﹤0.01%
12,518
-8,002
3110
$145K ﹤0.01%
17,168
+173
3111
$144K ﹤0.01%
10,000
3112
$143K ﹤0.01%
12,300
3113
$143K ﹤0.01%
20,161
+284
3114
$143K ﹤0.01%
37,760
-600
3115
$140K ﹤0.01%
+19,373
3116
$140K ﹤0.01%
13,629
-1,726
3117
$138K ﹤0.01%
11,426
-299
3118
$138K ﹤0.01%
13,025
-791
3119
$137K ﹤0.01%
11,999
3120
$137K ﹤0.01%
16,586
+497
3121
$136K ﹤0.01%
69,647
-352
3122
$135K ﹤0.01%
2,775
+305
3123
$134K ﹤0.01%
13,457
-7,092
3124
$134K ﹤0.01%
10,211
3125
$133K ﹤0.01%
29,006
-1,956
123 124
125
126 127