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
1251
$3.56M ﹤0.01%
151,649
+4,494
1252
$3.55M ﹤0.01%
15,081
-8,300
1253
$3.55M ﹤0.01%
201,170
-6,759
1254
$3.54M ﹤0.01%
366,021
+13,975
1255
$3.53M ﹤0.01%
58,768
+4,097
1256
$3.51M ﹤0.01%
70,435
-6,462
1257
$3.51M ﹤0.01%
53,278
+4,256
1258
$3.5M ﹤0.01%
38,262
-736
1259
$3.49M ﹤0.01%
66,511
-1,041
1260
$3.49M ﹤0.01%
9,327
+536
1261
$3.49M ﹤0.01%
243,194
+24,450
1262
$3.49M ﹤0.01%
37,891
-416
1263
$3.49M ﹤0.01%
136,365
+41,104
1264
$3.49M ﹤0.01%
20,035
-15
1265
$3.47M ﹤0.01%
13,031
-348
1266
$3.46M ﹤0.01%
383,598
-57,197
1267
$3.45M ﹤0.01%
87,805
-2,003
1268
$3.45M ﹤0.01%
106,454
+16,407
1269
$3.44M ﹤0.01%
48,132
+11,113
1270
$3.44M ﹤0.01%
388,589
+7,333
1271
$3.44M ﹤0.01%
12,665
+1,344
1272
$3.44M ﹤0.01%
30,647
+1,311
1273
$3.43M ﹤0.01%
125,598
+84,816
1274
$3.43M ﹤0.01%
436,002
+129,546
1275
$3.41M ﹤0.01%
76,427
+32,190
49 50
51
52 53