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
3276
$18.2K ﹤0.01%
+11,620
3277
$15.7K ﹤0.01%
+613
3278
$15K ﹤0.01%
104
-5
3279
$14.9K ﹤0.01%
13,000
-4,000
3280
$14K ﹤0.01%
+100,000
3281
$11.5K ﹤0.01%
1,969
3282
$11.3K ﹤0.01%
1,220
3283
$9.99K ﹤0.01%
10,191
-806
3284
$9.33K ﹤0.01%
1,450
+120
3285
$9.13K ﹤0.01%
1,125
-125
3286
$9.09K ﹤0.01%
825
3287
$8.1K ﹤0.01%
1,000
3288
$6.86K ﹤0.01%
5
3289
$6.82K ﹤0.01%
1,757
-170
3290
$6.38K ﹤0.01%
+1,500
3291
$6.12K ﹤0.01%
25,500
3292
$5.83K ﹤0.01%
+26
3293
$5.82K ﹤0.01%
1,086
-53
3294
$4.47K ﹤0.01%
10,400
+200
3295
$3.73K ﹤0.01%
24,876
3296
$2.55K ﹤0.01%
250
-1
3297
$44 ﹤0.01%
11,101
+700
3298
– –
-2,335
3299
– –
-8,242
3300
– –
-10,190
130 131
132
133 134