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
3401
– –
-4,150
3402
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-8,496
3403
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-18,089
3404
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-8,490
3405
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-24,739
3406
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-5,214
3407
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-21,665
3408
– –
-15,895
3409
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-14,887
3410
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-13,961
3411
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-42,947
3412
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-5,955
3413
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-10,971
3414
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-161,844
3415
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-8,284
3416
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-10,564
3417
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-8,620
3418
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-905
3419
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-6,153
3420
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-157,664
3421
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-34,217
3422
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-16,665
3423
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-3,514
3424
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-5,219
3425
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-51,426
135 136
137
138 139