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
3151
$114K ﹤0.01%
13,822
-4,873
3152
$112K ﹤0.01%
11,700
+150
3153
$110K ﹤0.01%
70,670
-33,737
3154
$109K ﹤0.01%
11,941
+1,263
3155
$109K ﹤0.01%
10,695
+39
3156
$109K ﹤0.01%
+17,277
3157
$108K ﹤0.01%
12,596
+1,100
3158
$108K ﹤0.01%
14,675
-105
3159
$108K ﹤0.01%
22,540
3160
$108K ﹤0.01%
47,928
-3,537
3161
$108K ﹤0.01%
10,800
+478
3162
$107K ﹤0.01%
12,677
3163
$107K ﹤0.01%
15,880
-8,680
3164
$106K ﹤0.01%
13,455
-670
3165
$105K ﹤0.01%
14,949
3166
$104K ﹤0.01%
+10,918
3167
$104K ﹤0.01%
26,488
-1,846
3168
$104K ﹤0.01%
10,645
-2,449
3169
$102K ﹤0.01%
15,500
3170
$101K ﹤0.01%
14,164
+2,970
3171
$101K ﹤0.01%
26,013
+735
3172
$98.6K ﹤0.01%
21,026
+565
3173
$98K ﹤0.01%
16,562
-1,500
3174
$96.8K ﹤0.01%
+17,803
3175
$96.6K ﹤0.01%
17,700
125 126
127
128 129