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
1676
$1.86M ﹤0.01%
+70,376
1677
$1.85M ﹤0.01%
69,922
+3,136
1678
$1.85M ﹤0.01%
159,940
+8,471
1679
$1.85M ﹤0.01%
16,149
+346
1680
$1.85M ﹤0.01%
31,760
+16,713
1681
$1.85M ﹤0.01%
19,742
-1,708
1682
$1.84M ﹤0.01%
22,664
+14,337
1683
$1.84M ﹤0.01%
60,115
+27,747
1684
$1.83M ﹤0.01%
29,955
+3,194
1685
$1.83M ﹤0.01%
113,168
+81
1686
$1.83M ﹤0.01%
37,174
-322
1687
$1.83M ﹤0.01%
63,622
+31,044
1688
$1.83M ﹤0.01%
99,348
+4,207
1689
$1.83M ﹤0.01%
191,767
+14,999
1690
$1.82M ﹤0.01%
220,542
+3,748
1691
$1.82M ﹤0.01%
64,843
-7,461
1692
$1.82M ﹤0.01%
88,974
-7,338
1693
$1.81M ﹤0.01%
38,553
-2,887
1694
$1.81M ﹤0.01%
25,753
-22,133
1695
$1.81M ﹤0.01%
170,700
-3,180
1696
$1.81M ﹤0.01%
30,365
+2,753
1697
$1.8M ﹤0.01%
283,282
+19,888
1698
$1.8M ﹤0.01%
94,021
+43,245
1699
$1.8M ﹤0.01%
+281,738
1700
$1.8M ﹤0.01%
+39,979
66 67
68
69 70