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
1526
$2.31M ﹤0.01%
57,824
-535
1527
$2.31M ﹤0.01%
27,638
+13,446
1528
$2.31M ﹤0.01%
120,468
+85,336
1529
$2.31M ﹤0.01%
86,023
-4,920
1530
$2.31M ﹤0.01%
165,376
-9,128
1531
$2.3M ﹤0.01%
24,092
-170
1532
$2.3M ﹤0.01%
46,890
+4,179
1533
$2.3M ﹤0.01%
73,408
+1,784
1534
$2.3M ﹤0.01%
86,696
-3,847
1535
$2.3M ﹤0.01%
114,855
+598
1536
$2.3M ﹤0.01%
156,229
+75,867
1537
$2.3M ﹤0.01%
326,333
+177,440
1538
$2.29M ﹤0.01%
12,301
+1,316
1539
$2.29M ﹤0.01%
91,116
-3,122
1540
$2.28M ﹤0.01%
196,227
-91,411
1541
$2.28M ﹤0.01%
330,791
-2,971
1542
$2.27M ﹤0.01%
35,928
+46
1543
$2.27M ﹤0.01%
119,286
+3,077
1544
$2.26M ﹤0.01%
83,291
+33,784
1545
$2.26M ﹤0.01%
290,141
-11,358
1546
$2.26M ﹤0.01%
129,642
+15,269
1547
$2.26M ﹤0.01%
285,385
+14,964
1548
$2.26M ﹤0.01%
149,085
+39,455
1549
$2.25M ﹤0.01%
289,278
-4,088
1550
$2.25M ﹤0.01%
23,964
-1,243
60 61
62
63 64