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
3176
$95.9K ﹤0.01%
63,520
+594
3177
$95.4K ﹤0.01%
+11,569
3178
$91.3K ﹤0.01%
+10,701
3179
$91K ﹤0.01%
2,299
-8,926
3180
$90.7K ﹤0.01%
13,722
-1,543
3181
$88.3K ﹤0.01%
+13,558
3182
$87.7K ﹤0.01%
+10,873
3183
$86.2K ﹤0.01%
10,760
3184
$86K ﹤0.01%
13,916
+103
3185
$85.2K ﹤0.01%
11,070
+30
3186
$84.3K ﹤0.01%
17,176
+5,299
3187
$84.2K ﹤0.01%
18,673
3188
$84.1K ﹤0.01%
25,488
-8,612
3189
$82.6K ﹤0.01%
+12,327
3190
$81.1K ﹤0.01%
10,200
-5,000
3191
$80.3K ﹤0.01%
10,000
-407
3192
$79.3K ﹤0.01%
10,010
3193
$79.3K ﹤0.01%
14,026
-286
3194
$77.5K ﹤0.01%
158,230
+1,400
3195
$76.5K ﹤0.01%
27,500
+12,500
3196
$75.9K ﹤0.01%
26,274
+95
3197
$75.7K ﹤0.01%
9,148
-20,370
3198
$75.1K ﹤0.01%
968
-50
3199
$74.7K ﹤0.01%
57,041
-228,011
3200
$74K ﹤0.01%
+14,808
126 127
128
129 130