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
976
$5.58M 0.01%
49,167
+19,113
977
$5.58M 0.01%
38,088
+837
978
$5.57M 0.01%
40,351
+11,346
979
$5.56M 0.01%
139,288
+1,129
980
$5.53M 0.01%
50,995
+1,285
981
$5.51M 0.01%
328,569
+69,168
982
$5.5M 0.01%
93,606
-1,651
983
$5.49M 0.01%
370,113
+15,430
984
$5.49M 0.01%
118,300
-11,900
985
$5.49M 0.01%
96,474
+256
986
$5.48M 0.01%
692,266
+152,754
987
$5.47M 0.01%
277,501
+16,806
988
$5.47M 0.01%
+225,462
989
$5.47M 0.01%
114,400
-367
990
$5.46M 0.01%
366,188
+128,637
991
$5.46M 0.01%
177,868
+1,923
992
$5.45M 0.01%
101,144
-11,887
993
$5.45M 0.01%
138,564
-8,102
994
$5.44M 0.01%
198,752
+4,493
995
$5.44M 0.01%
85,908
-7,664
996
$5.43M 0.01%
224,513
+19,588
997
$5.42M 0.01%
102,892
-13,167
998
$5.42M 0.01%
200,897
+16,626
999
$5.41M 0.01%
184,080
+51,970
1000
$5.41M 0.01%
120,520
+2,435
38 39
40
41 42