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
1301
$3.29M ﹤0.01%
97,298
+921
1302
$3.28M ﹤0.01%
42,314
+22,957
1303
$3.28M ﹤0.01%
70,068
-730
1304
$3.26M ﹤0.01%
93,069
-53,957
1305
$3.25M ﹤0.01%
34,854
-811
1306
$3.24M ﹤0.01%
34,685
-890
1307
$3.23M ﹤0.01%
11,206
-458
1308
$3.23M ﹤0.01%
16,067
-1,521
1309
$3.23M ﹤0.01%
47,686
+3,432
1310
$3.23M ﹤0.01%
241,335
+46
1311
$3.22M ﹤0.01%
76,921
-3,102
1312
$3.21M ﹤0.01%
37,085
-8,952
1313
$3.21M ﹤0.01%
437,700
-17,276
1314
$3.18M ﹤0.01%
63,296
-61,436
1315
$3.18M ﹤0.01%
8,661
-941
1316
$3.18M ﹤0.01%
20,682
+3,918
1317
$3.18M ﹤0.01%
74,003
+1,619
1318
$3.17M ﹤0.01%
69,935
-42,000
1319
$3.17M ﹤0.01%
48,083
-2,015
1320
$3.16M ﹤0.01%
93,006
+3,443
1321
$3.16M ﹤0.01%
138,123
-268,119
1322
$3.15M ﹤0.01%
97,583
-962
1323
$3.15M ﹤0.01%
47,044
+4,413
1324
$3.13M ﹤0.01%
118,727
+14,459
1325
$3.12M ﹤0.01%
97,692
+24,382
51 52
53
54 55