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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$260M
2
+$67.6M
3
+$65M
4
UPS icon
United Parcel Service
UPS
+$52M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$35.6M

Top Sells

1
+$215M
2
+$129M
3
+$114M
4
CLX icon
Clorox
CLX
+$72.1M
5
MRK icon
Merck
MRK
+$64.1M

Sector Composition

1 Technology 18.08%
2 Healthcare 10.39%
3 Industrials 9.88%
4 Consumer Staples 8.27%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3301
– –
-79,475
3302
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-14,887
3303
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-13,961
3304
– –
-42,947
3305
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-5,955
3306
– –
-10,971
3307
– –
-31,150
3308
– –
-41,497
3309
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-93,451
3310
– –
-6,548
3311
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-35,150
3312
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-4,650
3313
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-157,664
3314
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-4,888
3315
– –
-16,665
3316
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-5,152
3317
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3318
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-7,313
3319
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-360,372
3320
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-40,000
3321
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-10,202
3322
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-18,919
3323
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-10,429
3324
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-15,231
3325
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-4,393
131 132
133
134 135