Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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 9.87%
4 Consumer Staples 8.27%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3426
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-6,758
3427
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-13,127
3428
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-11,915
3429
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-9,524
3430
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3431
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-60,075
3432
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-57,339
3433
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-11,412
3434
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-62,288
3435
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-18,250
3436
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-38,240
3437
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-28,773
3438
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-5,227
3439
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-24,027
3440
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-2,045
3441
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-7,609
3442
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-110,613
3443
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3444
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-51,774
3445
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-146,942
3446
$0 ﹤0.01%
22,564
-631
3447
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-14,228
3448
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-21,887
3449
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-20,937
3450
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-9,284
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