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
3226
$54.3K ﹤0.01%
+11,762
3227
$53.5K ﹤0.01%
10,000
3228
$52.9K ﹤0.01%
+10,844
3229
$51.9K ﹤0.01%
+3,897
3230
$51.6K ﹤0.01%
10,724
-7,105
3231
$51.4K ﹤0.01%
15,150
3232
$50.6K ﹤0.01%
13,063
-807
3233
$50.4K ﹤0.01%
6,450
-1,115
3234
$50.4K ﹤0.01%
46,687
3235
$50K ﹤0.01%
13,300
+1,400
3236
$49.1K ﹤0.01%
3,220
+544
3237
$49.1K ﹤0.01%
12,312
-450
3238
$47.7K ﹤0.01%
+15,000
3239
$46.2K ﹤0.01%
+10,840
3240
$45.4K ﹤0.01%
13,249
+2,204
3241
$44.7K ﹤0.01%
+15,000
3242
$44.2K ﹤0.01%
2,680
3243
$43.9K ﹤0.01%
51,050
3244
$41.7K ﹤0.01%
14,900
+38
3245
$41.1K ﹤0.01%
18,034
-5,500
3246
$40.8K ﹤0.01%
20,734
-1,746
3247
$40K ﹤0.01%
20,000
3248
$38.4K ﹤0.01%
33,063
-1,596
3249
$37.9K ﹤0.01%
17,449
3250
$34.4K ﹤0.01%
14,936
-3,479
128 129
130
131 132