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
3201
$73.7K ﹤0.01%
13,806
-93,878
3202
$73.6K ﹤0.01%
36,401
3203
$73.2K ﹤0.01%
2,480
-879
3204
$73.1K ﹤0.01%
10,841
-709
3205
$70.6K ﹤0.01%
10,500
3206
$69K ﹤0.01%
20,304
+29
3207
$68.9K ﹤0.01%
19,672
+400
3208
$67.8K ﹤0.01%
4,036
+3,187
3209
$67.8K ﹤0.01%
+19,473
3210
$66.4K ﹤0.01%
11,080
+721
3211
$65.8K ﹤0.01%
10,812
-850
3212
$65K ﹤0.01%
538
+1
3213
$64.2K ﹤0.01%
78,050
3214
$63.8K ﹤0.01%
12,284
-5,346
3215
$62.7K ﹤0.01%
11,699
-4,142
3216
$61.7K ﹤0.01%
34,682
3217
$59.2K ﹤0.01%
1,445
+150
3218
$59.2K ﹤0.01%
20,848
-1,265
3219
$59.1K ﹤0.01%
1,689
+95
3220
$57.4K ﹤0.01%
20,582
-10
3221
$57K ﹤0.01%
11,338
+1,294
3222
$56.1K ﹤0.01%
17,467
-750
3223
$56K ﹤0.01%
49,131
+972
3224
$55.4K ﹤0.01%
12,511
+6
3225
$54.5K ﹤0.01%
12,533
-127,371
127 128
129
130 131