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
1451
$2.53M ﹤0.01%
110,793
-1,154
1452
$2.53M ﹤0.01%
38,282
-769
1453
$2.53M ﹤0.01%
217,339
+18,191
1454
$2.52M ﹤0.01%
14,157
-1,434
1455
$2.52M ﹤0.01%
71,960
+6,072
1456
$2.52M ﹤0.01%
80,042
+732
1457
$2.52M ﹤0.01%
34,086
+94
1458
$2.52M ﹤0.01%
178,518
-1,548
1459
$2.52M ﹤0.01%
60,534
-5,869
1460
$2.52M ﹤0.01%
36,290
+2,395
1461
$2.51M ﹤0.01%
54,956
-4,777
1462
$2.51M ﹤0.01%
33,175
+217
1463
$2.51M ﹤0.01%
149,589
+5,630
1464
$2.5M ﹤0.01%
236,308
+8,561
1465
$2.5M ﹤0.01%
29,649
-1,451
1466
$2.49M ﹤0.01%
36,364
-8,297
1467
$2.48M ﹤0.01%
49,421
+1,830
1468
$2.48M ﹤0.01%
208,096
+3,498
1469
$2.48M ﹤0.01%
23,062
-6,722
1470
$2.47M ﹤0.01%
76,814
+17,577
1471
$2.47M ﹤0.01%
72,011
+5,391
1472
$2.47M ﹤0.01%
208,687
+82,860
1473
$2.47M ﹤0.01%
37,795
-1,047
1474
$2.47M ﹤0.01%
48,792
+6,616
1475
$2.46M ﹤0.01%
81,254
-10,473
57 58
59
60 61