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
3251
$33.6K ﹤0.01%
818
+764
3252
$32.4K ﹤0.01%
21,320
3253
$31.9K ﹤0.01%
+10,994
3254
$31.4K ﹤0.01%
272
-2
3255
$31.4K ﹤0.01%
18,775
-2,787
3256
$29.3K ﹤0.01%
1,806
+53
3257
$28.3K ﹤0.01%
17,332
-300
3258
$28.2K ﹤0.01%
10,274
+209
3259
$27.6K ﹤0.01%
29,833
3260
$25.6K ﹤0.01%
15,233
-5,350
3261
$25.3K ﹤0.01%
15,542
3262
$24.9K ﹤0.01%
822
-53
3263
$24.5K ﹤0.01%
12,025
3264
$24.5K ﹤0.01%
17,900
3265
$24.4K ﹤0.01%
21,200
+9,700
3266
$23.9K ﹤0.01%
+15,950
3267
$23.7K ﹤0.01%
32,490
-510
3268
$23.2K ﹤0.01%
5
3269
$23K ﹤0.01%
15,317
+3,125
3270
$22.3K ﹤0.01%
464
-45
3271
$21.8K ﹤0.01%
+520
3272
$20.1K ﹤0.01%
+200,000
3273
$20.1K ﹤0.01%
499
-641
3274
$18.6K ﹤0.01%
13,210
3275
$18.6K ﹤0.01%
780
-100
129 130
131
132 133