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
1726
$1.74M ﹤0.01%
38,789
+5,271
1727
$1.73M ﹤0.01%
77,661
+418
1728
$1.73M ﹤0.01%
+90,143
1729
$1.73M ﹤0.01%
56,474
-3,361
1730
$1.72M ﹤0.01%
14,505
-1,041
1731
$1.72M ﹤0.01%
180,196
-13,213
1732
$1.72M ﹤0.01%
27,333
-20,886
1733
$1.72M ﹤0.01%
19,038
+2,286
1734
$1.72M ﹤0.01%
208,336
-12,773
1735
$1.72M ﹤0.01%
139,831
+57,121
1736
$1.72M ﹤0.01%
209,827
+15,553
1737
$1.72M ﹤0.01%
62,742
+38,083
1738
$1.71M ﹤0.01%
21,554
-3,275
1739
$1.71M ﹤0.01%
52,277
-15,423
1740
$1.71M ﹤0.01%
+7,532
1741
$1.71M ﹤0.01%
25,535
+6,829
1742
$1.71M ﹤0.01%
17,512
-3,670
1743
$1.7M ﹤0.01%
81,073
+13,198
1744
$1.7M ﹤0.01%
16,695
+3,144
1745
$1.69M ﹤0.01%
21,099
-11,148
1746
$1.68M ﹤0.01%
+38,722
1747
$1.68M ﹤0.01%
24,740
+770
1748
$1.68M ﹤0.01%
93,603
+7,142
1749
$1.68M ﹤0.01%
59,190
+4,307
1750
$1.68M ﹤0.01%
35,949
+238
68 69
70
71 72