Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$260M
2
+$67.6M
3
+$65M
4
UPS icon
United Parcel Service
UPS
+$52M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$35.6M

Top Sells

1
+$215M
2
+$129M
3
+$114M
4
CLX icon
Clorox
CLX
+$72.1M
5
MRK icon
Merck
MRK
+$64.1M

Sector Composition

1 Technology 18.08%
2 Healthcare 10.39%
3 Industrials 9.88%
4 Consumer Staples 8.27%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$1.68M ﹤0.01%
181,025
-5,129
1752
$1.67M ﹤0.01%
32,671
+13,045
1753
$1.67M ﹤0.01%
37,230
-887
1754
$1.67M ﹤0.01%
55,748
1755
$1.67M ﹤0.01%
123,781
+4,111
1756
$1.67M ﹤0.01%
13,368
+66
1757
$1.66M ﹤0.01%
73,587
-1,541
1758
$1.66M ﹤0.01%
36,424
+3,413
1759
$1.65M ﹤0.01%
81,826
+4,837
1760
$1.65M ﹤0.01%
+24,823
1761
$1.65M ﹤0.01%
64,260
+15,928
1762
$1.65M ﹤0.01%
10,523
-2,161
1763
$1.65M ﹤0.01%
51,652
-143,979
1764
$1.65M ﹤0.01%
120,134
-11,591
1765
$1.64M ﹤0.01%
+46,504
1766
$1.64M ﹤0.01%
18,018
+1,300
1767
$1.64M ﹤0.01%
7,565
+2,387
1768
$1.63M ﹤0.01%
242,683
-13,514
1769
$1.63M ﹤0.01%
64,497
+1,410
1770
$1.63M ﹤0.01%
31,677
-1,792
1771
$1.63M ﹤0.01%
12,615
-1,438
1772
$1.63M ﹤0.01%
39,745
+569
1773
$1.62M ﹤0.01%
28,861
-682
1774
$1.62M ﹤0.01%
19,052
+1,444
1775
$1.62M ﹤0.01%
31,378
+3,637
69 70
71
72 73