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
1476
$2.46M ﹤0.01%
3,741
-214
1477
$2.45M ﹤0.01%
111,142
-1,003
1478
$2.45M ﹤0.01%
15,540
-5,680
1479
$2.45M ﹤0.01%
84,227
+60,183
1480
$2.45M ﹤0.01%
16,318
-617
1481
$2.44M ﹤0.01%
209,686
+100,105
1482
$2.44M ﹤0.01%
54,251
-1,685
1483
$2.44M ﹤0.01%
16,975
-18,868
1484
$2.44M ﹤0.01%
1,755
-44
1485
$2.44M ﹤0.01%
28,784
-859
1486
$2.43M ﹤0.01%
109,828
-36,434
1487
$2.43M ﹤0.01%
64,397
-10,661
1488
$2.42M ﹤0.01%
26,384
+5,245
1489
$2.42M ﹤0.01%
164,383
+11,621
1490
$2.41M ﹤0.01%
64,928
+11,235
1491
$2.41M ﹤0.01%
48,590
+38,502
1492
$2.4M ﹤0.01%
52,394
+47,259
1493
$2.4M ﹤0.01%
32,611
+5,737
1494
$2.4M ﹤0.01%
206,300
-37,801
1495
$2.4M ﹤0.01%
75,637
-635
1496
$2.4M ﹤0.01%
7,889
-35
1497
$2.4M ﹤0.01%
113,853
-9,151
1498
$2.39M ﹤0.01%
45,801
-2,573
1499
$2.39M ﹤0.01%
253,003
+31,078
1500
$2.38M ﹤0.01%
95,337
+32,846
58 59
60
61 62