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
1626
$2M ﹤0.01%
238,376
+33,014
1627
$1.99M ﹤0.01%
56,157
+3,875
1628
$1.99M ﹤0.01%
20,860
-2,042
1629
$1.99M ﹤0.01%
42,494
-1,046
1630
$1.99M ﹤0.01%
34,293
+3,126
1631
$1.99M ﹤0.01%
108,243
-2,909
1632
$1.99M ﹤0.01%
38,563
+16,806
1633
$1.98M ﹤0.01%
30,049
-13,104
1634
$1.98M ﹤0.01%
29,701
+1,527
1635
$1.97M ﹤0.01%
6,334
-119
1636
$1.97M ﹤0.01%
125,767
-12,925
1637
$1.96M ﹤0.01%
183,761
-152,309
1638
$1.96M ﹤0.01%
140,287
+4,805
1639
$1.96M ﹤0.01%
16,822
+115
1640
$1.96M ﹤0.01%
119,686
+9,704
1641
$1.96M ﹤0.01%
43,077
+309
1642
$1.96M ﹤0.01%
12,880
+561
1643
$1.95M ﹤0.01%
49,359
-37,822
1644
$1.95M ﹤0.01%
101,535
+10,280
1645
$1.95M ﹤0.01%
126,336
+7,741
1646
$1.94M ﹤0.01%
31,080
-1,320
1647
$1.94M ﹤0.01%
14,298
-2,100
1648
$1.94M ﹤0.01%
70,802
+29,458
1649
$1.94M ﹤0.01%
98,037
+6,500
1650
$1.94M ﹤0.01%
50,455
+3,167
64 65
66
67 68