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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
3351
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-6,153
3352
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-76,946
3353
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-13,679
3354
– –
-10,890
3355
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-13,214
3356
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-3,514
3357
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-5,219
3358
– –
-51,426
3359
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-21,464
3360
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-12,288
3361
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-4,996
3362
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-10,632
3363
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-56,005
3364
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-31,737
3365
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-4,859
3366
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3367
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3368
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-11,189
3369
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3370
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3371
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3372
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3373
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3374
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-13,250
3375
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-3,400
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135
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