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 9.88%
4 Consumer Staples 8.27%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$6.92M 0.01%
46,495
+5,058
877
$6.92M 0.01%
110,379
-14,142
878
$6.91M 0.01%
86,872
+14,394
879
$6.91M 0.01%
51,920
+1,516
880
$6.9M 0.01%
76,844
+1,507
881
$6.89M 0.01%
578,185
+46,288
882
$6.89M 0.01%
104,050
+2,098
883
$6.88M 0.01%
312,928
+298,933
884
$6.87M 0.01%
162,839
+1,184
885
$6.86M 0.01%
137,965
-1,728
886
$6.86M 0.01%
124,217
+62,073
887
$6.85M 0.01%
94,158
-900
888
$6.82M 0.01%
817,276
+45,602
889
$6.8M 0.01%
44,673
-3,199
890
$6.79M 0.01%
309,852
+122,892
891
$6.78M 0.01%
576,379
+4,734
892
$6.78M 0.01%
733,550
-520,577
893
$6.78M 0.01%
130,962
+91
894
$6.76M 0.01%
290,149
+236,013
895
$6.76M 0.01%
97,758
+35,496
896
$6.75M 0.01%
106,882
-5,848
897
$6.72M 0.01%
90,573
+2,935
898
$6.68M 0.01%
111,108
+11,841
899
$6.67M 0.01%
78,821
-1,781
900
$6.65M 0.01%
67,609
-1,090
34 35
36
37 38