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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
3401
– –
-11,915
3402
– –
-476
3403
– –
-7,200
3404
– –
-60,075
3405
– –
-57,339
3406
– –
-11,412
3407
– –
-62,288
3408
– –
-18,250
3409
– –
-38,240
3410
– –
-28,773
3411
– –
-5,227
3412
– –
-51,774
3413
– –
-146,942
3414
$0 ﹤0.01%
22,564
-631
3415
– –
-14,228
3416
– –
-21,887
3417
– –
-20,937
3418
– –
-9,284
3419
– –
-79,656
3420
– –
-19,003
3421
– –
-40,958
3422
– –
-1,123
3423
– –
-17,518
3424
– –
-10,951
3425
– –
-4,000
135 136
137
138 139