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
1551
$2.25M ﹤0.01%
65,874
+697
1552
$2.24M ﹤0.01%
75,080
-2,092
1553
$2.24M ﹤0.01%
148,262
+33,799
1554
$2.24M ﹤0.01%
65,429
-2,140
1555
$2.23M ﹤0.01%
64,852
-78
1556
$2.22M ﹤0.01%
28,841
-135
1557
$2.22M ﹤0.01%
40,981
-607
1558
$2.21M ﹤0.01%
48,901
+648
1559
$2.21M ﹤0.01%
34,729
-201
1560
$2.2M ﹤0.01%
34,015
+4,834
1561
$2.2M ﹤0.01%
77,110
-890
1562
$2.2M ﹤0.01%
20,774
+13,986
1563
$2.19M ﹤0.01%
38,828
-76,781
1564
$2.19M ﹤0.01%
16,402
-16,999
1565
$2.18M ﹤0.01%
66,106
+14,775
1566
$2.17M ﹤0.01%
62,219
+7,936
1567
$2.16M ﹤0.01%
46,861
+17,905
1568
$2.16M ﹤0.01%
48,834
-1,574
1569
$2.16M ﹤0.01%
45,337
-576
1570
$2.16M ﹤0.01%
84,742
-34,677
1571
$2.15M ﹤0.01%
152,749
-12,840
1572
$2.15M ﹤0.01%
13,564
-318
1573
$2.14M ﹤0.01%
94,194
-2,843
1574
$2.14M ﹤0.01%
45,232
+1,222
1575
$2.13M ﹤0.01%
194,402
+173,067
61 62
63
64 65