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 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3326
$0 ﹤0.01%
22,564
-631
3327
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-234,323
3328
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-10,429
3329
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-12,621
3330
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-24,216
3331
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-51,239
3332
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-13,507
3333
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-2,742
3334
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-16,398
3335
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-2,362
3336
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-4,558
3337
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3338
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3339
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3340
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3341
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3342
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3343
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3344
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3345
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-8,490
3346
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-24,739
3347
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-5,214
3348
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-21,665
3349
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-15,895
3350
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-14,887
132 133
134
135 136