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
3301
– –
-8,377
3302
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-6,758
3303
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-13,127
3304
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-11,915
3305
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-9,524
3306
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-7,200
3307
– –
-60,075
3308
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-51,774
3309
– –
-146,942
3310
$0 ﹤0.01%
22,564
-631
3311
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-14,228
3312
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-21,887
3313
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-20,937
3314
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-9,284
3315
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-79,656
3316
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-19,003
3317
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-40,958
3318
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-1,123
3319
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-17,518
3320
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-10,951
3321
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-4,000
3322
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-6,941
3323
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-354
3324
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-23,081
3325
– –
-27,200
131 132
133
134 135