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
1201
$3.86M 0.01%
77,220
-10,063
1202
$3.86M 0.01%
255,573
-260
1203
$3.85M 0.01%
135,252
+7,296
1204
$3.85M 0.01%
31,733
+26
1205
$3.84M 0.01%
640,695
+204,788
1206
$3.82M 0.01%
106,662
+99,254
1207
$3.82M 0.01%
40,811
+32,166
1208
$3.81M 0.01%
88,907
-118,774
1209
$3.79M 0.01%
53,299
-10,295
1210
$3.79M 0.01%
26,194
+167
1211
$3.79M 0.01%
45,134
+18,163
1212
$3.79M 0.01%
307,160
+3,348
1213
$3.78M 0.01%
27,178
-40,350
1214
$3.78M 0.01%
539,529
+408,767
1215
$3.78M 0.01%
354,837
-108,761
1216
$3.77M 0.01%
95,618
+1,097
1217
$3.76M 0.01%
18,777
-253
1218
$3.73M 0.01%
85,664
+13,909
1219
$3.73M 0.01%
11,054
+1,099
1220
$3.73M 0.01%
135,872
-11,142
1221
$3.71M 0.01%
40,581
-839
1222
$3.71M 0.01%
51,128
+17,204
1223
$3.71M 0.01%
44,598
1224
$3.71M 0.01%
137,218
+99,947
1225
$3.7M 0.01%
183,952
+317
47 48
49
50 51