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
1326
$3.11M ﹤0.01%
299,801
+83,847
1327
$3.11M ﹤0.01%
41,374
-3,628
1328
$3.11M ﹤0.01%
44,837
-50,817
1329
$3.11M ﹤0.01%
156,451
-6,696
1330
$3.1M ﹤0.01%
48,876
+5
1331
$3.09M ﹤0.01%
176,400
+130,999
1332
$3.09M ﹤0.01%
305,054
+132,822
1333
$3.08M ﹤0.01%
38,361
+6,209
1334
$3.06M ﹤0.01%
52,234
+42,246
1335
$3.06M ﹤0.01%
61,652
+21,512
1336
$3.06M ﹤0.01%
138,025
-7,436
1337
$3.05M ﹤0.01%
353,282
-6,534
1338
$3.04M ﹤0.01%
199,878
+14,675
1339
$3.04M ﹤0.01%
37,468
+2,650
1340
$3.03M ﹤0.01%
81,191
+8,252
1341
$3.03M ﹤0.01%
56,063
+35,315
1342
$3.03M ﹤0.01%
31,540
+2,453
1343
$3.03M ﹤0.01%
97,596
-478
1344
$3.03M ﹤0.01%
+33,968
1345
$3.02M ﹤0.01%
123,880
-4,399
1346
$3.02M ﹤0.01%
+197,707
1347
$3.01M ﹤0.01%
47,463
+10,907
1348
$3.01M ﹤0.01%
65,930
+8,156
1349
$3M ﹤0.01%
48,200
+7,182
1350
$3M ﹤0.01%
15,404
+2,011
52 53
54
55 56