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
1426
$2.67M ﹤0.01%
43,597
-26,336
1427
$2.65M ﹤0.01%
10,141
-1,341
1428
$2.65M ﹤0.01%
62,522
+19,554
1429
$2.64M ﹤0.01%
52,063
+18,420
1430
$2.63M ﹤0.01%
291,208
+23,806
1431
$2.63M ﹤0.01%
27,097
-5,866
1432
$2.6M ﹤0.01%
52,249
+18,984
1433
$2.59M ﹤0.01%
56,730
-7,128
1434
$2.59M ﹤0.01%
76,485
-1,332
1435
$2.59M ﹤0.01%
85,846
+2,406
1436
$2.59M ﹤0.01%
105,511
+5,282
1437
$2.59M ﹤0.01%
69,272
+3,707
1438
$2.58M ﹤0.01%
63,000
-16,000
1439
$2.58M ﹤0.01%
23,859
-42
1440
$2.58M ﹤0.01%
56,190
+22,284
1441
$2.58M ﹤0.01%
29,284
-273
1442
$2.58M ﹤0.01%
18,246
-610
1443
$2.57M ﹤0.01%
197,892
-7,076
1444
$2.56M ﹤0.01%
58,645
+2,560
1445
$2.56M ﹤0.01%
466,342
+2,966
1446
$2.55M ﹤0.01%
505,921
+4,349
1447
$2.55M ﹤0.01%
+42,358
1448
$2.55M ﹤0.01%
14,694
+285
1449
$2.55M ﹤0.01%
21,414
+1,467
1450
$2.53M ﹤0.01%
37,515
+1,823
56 57
58
59 60