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
1576
$2.13M ﹤0.01%
20,592
-1,147
1577
$2.12M ﹤0.01%
20,739
+930
1578
$2.12M ﹤0.01%
59,199
+1,296
1579
$2.12M ﹤0.01%
8,429
+479
1580
$2.12M ﹤0.01%
145,378
-23,845
1581
$2.12M ﹤0.01%
16,012
+319
1582
$2.11M ﹤0.01%
28,096
+13,131
1583
$2.11M ﹤0.01%
548,365
-80,485
1584
$2.11M ﹤0.01%
18,167
+329
1585
$2.11M ﹤0.01%
92,430
+8,280
1586
$2.1M ﹤0.01%
47,584
-7,131
1587
$2.1M ﹤0.01%
37,816
+4,506
1588
$2.1M ﹤0.01%
58,587
+12,700
1589
$2.1M ﹤0.01%
78,795
+3,866
1590
$2.1M ﹤0.01%
349,510
+7,369
1591
$2.09M ﹤0.01%
32,709
+3,049
1592
$2.09M ﹤0.01%
41,834
+3,118
1593
$2.09M ﹤0.01%
+164,265
1594
$2.09M ﹤0.01%
33,575
+957
1595
$2.09M ﹤0.01%
243,588
+310
1596
$2.09M ﹤0.01%
46,544
+1,240
1597
$2.08M ﹤0.01%
83,996
+717
1598
$2.08M ﹤0.01%
44,799
+2,771
1599
$2.08M ﹤0.01%
45,959
-25,716
1600
$2.08M ﹤0.01%
158,992
+7,618
62 63
64
65 66