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
1376
$2.92M ﹤0.01%
50,646
-588
1377
$2.91M ﹤0.01%
45,332
+6,052
1378
$2.9M ﹤0.01%
63,331
+14,899
1379
$2.9M ﹤0.01%
429,629
+1,519
1380
$2.9M ﹤0.01%
249,777
+6,316
1381
$2.89M ﹤0.01%
116,100
-46,950
1382
$2.88M ﹤0.01%
63,060
+8,840
1383
$2.88M ﹤0.01%
110,890
+68,945
1384
$2.88M ﹤0.01%
179,256
+62,101
1385
$2.87M ﹤0.01%
124,189
+4,678
1386
$2.86M ﹤0.01%
83,038
+29,652
1387
$2.86M ﹤0.01%
62,781
+56,442
1388
$2.86M ﹤0.01%
95,137
-60,942
1389
$2.86M ﹤0.01%
76,000
1390
$2.86M ﹤0.01%
174,877
-3,662
1391
$2.86M ﹤0.01%
61,190
+2,093
1392
$2.85M ﹤0.01%
23,245
+4,956
1393
$2.85M ﹤0.01%
25,366
-10,567
1394
$2.85M ﹤0.01%
140,520
+50,490
1395
$2.85M ﹤0.01%
44,793
+5,437
1396
$2.85M ﹤0.01%
34,551
-4,640
1397
$2.84M ﹤0.01%
42,279
-9,591
1398
$2.84M ﹤0.01%
261,316
+28,242
1399
$2.83M ﹤0.01%
50,038
-5,859
1400
$2.81M ﹤0.01%
548,441
-56,366
54 55
56
57 58