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
1601
$2.07M ﹤0.01%
109,732
+41,890
1602
$2.06M ﹤0.01%
55,025
+7,835
1603
$2.06M ﹤0.01%
56,769
+43,134
1604
$2.06M ﹤0.01%
54,304
+28,992
1605
$2.05M ﹤0.01%
148,083
-40,550
1606
$2.05M ﹤0.01%
40,887
-7,069
1607
$2.05M ﹤0.01%
87,128
+62,442
1608
$2.05M ﹤0.01%
34,263
-3,862
1609
$2.05M ﹤0.01%
64,820
-4,535
1610
$2.04M ﹤0.01%
41,135
+3,307
1611
$2.04M ﹤0.01%
23,378
+12,336
1612
$2.03M ﹤0.01%
62,955
+56,681
1613
$2.03M ﹤0.01%
+54,216
1614
$2.02M ﹤0.01%
84,872
-56,641
1615
$2.02M ﹤0.01%
23,852
-14,733
1616
$2.02M ﹤0.01%
61,367
+11,430
1617
$2.02M ﹤0.01%
11,430
+744
1618
$2.01M ﹤0.01%
88,144
+70
1619
$2.01M ﹤0.01%
32,359
+10,036
1620
$2.01M ﹤0.01%
25,934
-10,309
1621
$2.01M ﹤0.01%
19,245
+348
1622
$2M ﹤0.01%
44,389
-37,886
1623
$2M ﹤0.01%
57,278
-12,017
1624
$2M ﹤0.01%
143,878
-254
1625
$2M ﹤0.01%
96,558
+40
63 64
65
66 67