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
1401
$2.8M ﹤0.01%
66,893
+4,569
1402
$2.79M ﹤0.01%
48,486
+853
1403
$2.78M ﹤0.01%
2,167
-2,311
1404
$2.77M ﹤0.01%
61,023
-39,999
1405
$2.77M ﹤0.01%
43,365
-5,934
1406
$2.77M ﹤0.01%
7,310
+60
1407
$2.77M ﹤0.01%
30,921
-654
1408
$2.76M ﹤0.01%
66,418
+963
1409
$2.76M ﹤0.01%
87,253
-2,022
1410
$2.76M ﹤0.01%
28,758
-2,317
1411
$2.76M ﹤0.01%
153,082
-20,803
1412
$2.76M ﹤0.01%
303,999
-337
1413
$2.75M ﹤0.01%
139,494
+6,902
1414
$2.75M ﹤0.01%
73,129
+22,365
1415
$2.75M ﹤0.01%
7,050
+800
1416
$2.75M ﹤0.01%
93,366
+16,703
1417
$2.74M ﹤0.01%
43,123
+33,537
1418
$2.73M ﹤0.01%
84,397
-6,268
1419
$2.73M ﹤0.01%
35,123
-7,021
1420
$2.71M ﹤0.01%
80,631
-1,197
1421
$2.7M ﹤0.01%
16,409
+1,658
1422
$2.69M ﹤0.01%
40,280
+21,423
1423
$2.68M ﹤0.01%
910,722
-37,360
1424
$2.68M ﹤0.01%
193,597
-27,355
1425
$2.68M ﹤0.01%
36,264
+3,582
55 56
57
58 59