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
1651
$1.93M ﹤0.01%
114,928
-2,147
1652
$1.93M ﹤0.01%
120,941
+10,931
1653
$1.93M ﹤0.01%
70,609
-2,204
1654
$1.92M ﹤0.01%
142,575
+13,672
1655
$1.92M ﹤0.01%
26,010
+2,072
1656
$1.92M ﹤0.01%
73,161
-30,659
1657
$1.92M ﹤0.01%
41,987
+24,240
1658
$1.91M ﹤0.01%
209,633
+17,150
1659
$1.91M ﹤0.01%
350,907
+100,924
1660
$1.91M ﹤0.01%
37,416
-522
1661
$1.9M ﹤0.01%
26,413
-3,035
1662
$1.9M ﹤0.01%
343,877
+10,383
1663
$1.89M ﹤0.01%
14,525
-3,247
1664
$1.89M ﹤0.01%
24,066
-1,282
1665
$1.89M ﹤0.01%
56,365
+2,933
1666
$1.88M ﹤0.01%
29,912
+3,996
1667
$1.88M ﹤0.01%
18,264
-448
1668
$1.87M ﹤0.01%
94,730
-479
1669
$1.87M ﹤0.01%
18,125
-17,714
1670
$1.87M ﹤0.01%
33,353
-3,521
1671
$1.87M ﹤0.01%
63,956
-2,797
1672
$1.86M ﹤0.01%
28,484
+1,000
1673
$1.86M ﹤0.01%
108,881
+18,443
1674
$1.86M ﹤0.01%
49,498
+20,096
1675
$1.86M ﹤0.01%
50,302
+2,748
65 66
67
68 69