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
1276
$3.41M ﹤0.01%
69,664
+58,985
1277
$3.41M ﹤0.01%
131,314
+8,711
1278
$3.41M ﹤0.01%
185,335
-14,357
1279
$3.41M ﹤0.01%
52,791
-774
1280
$3.4M ﹤0.01%
41,704
+3,202
1281
$3.4M ﹤0.01%
243,137
+11,546
1282
$3.39M ﹤0.01%
51,871
-3,365
1283
$3.37M ﹤0.01%
272,190
+23,601
1284
$3.36M ﹤0.01%
428,622
-58,547
1285
$3.35M ﹤0.01%
104,986
+10,201
1286
$3.35M ﹤0.01%
18,174
+11,526
1287
$3.34M ﹤0.01%
139,286
-609
1288
$3.34M ﹤0.01%
30,484
+981
1289
$3.34M ﹤0.01%
33,682
-10,333
1290
$3.34M ﹤0.01%
11,091
-11,480
1291
$3.34M ﹤0.01%
77,269
-66,113
1292
$3.33M ﹤0.01%
53,235
+6,054
1293
$3.33M ﹤0.01%
53,487
+4,484
1294
$3.32M ﹤0.01%
294,218
-3,438
1295
$3.32M ﹤0.01%
97,752
-17,820
1296
$3.31M ﹤0.01%
+52,873
1297
$3.31M ﹤0.01%
57,112
+654
1298
$3.31M ﹤0.01%
38,165
-866
1299
$3.3M ﹤0.01%
694,899
+39,050
1300
$3.3M ﹤0.01%
104,373
+1,890
50 51
52
53 54