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
1776
$1.62M ﹤0.01%
14,767
+1,441
1777
$1.61M ﹤0.01%
65,707
+3,281
1778
$1.61M ﹤0.01%
82,405
-71,783
1779
$1.6M ﹤0.01%
18,479
-1,615
1780
$1.6M ﹤0.01%
51,265
+35
1781
$1.6M ﹤0.01%
24,161
+6,396
1782
$1.6M ﹤0.01%
25,654
+4,539
1783
$1.6M ﹤0.01%
51,360
+198
1784
$1.59M ﹤0.01%
15,807
-437
1785
$1.59M ﹤0.01%
61,966
+1,075
1786
$1.59M ﹤0.01%
30,208
+12,203
1787
$1.59M ﹤0.01%
54,066
-6,079
1788
$1.59M ﹤0.01%
37,241
+3,505
1789
$1.59M ﹤0.01%
39,060
+2,722
1790
$1.58M ﹤0.01%
46,357
-2,397
1791
$1.57M ﹤0.01%
22,642
-913
1792
$1.56M ﹤0.01%
38,645
-986
1793
$1.56M ﹤0.01%
19,069
-113
1794
$1.55M ﹤0.01%
47,348
-202
1795
$1.55M ﹤0.01%
14,181
+251
1796
$1.55M ﹤0.01%
193,231
+4,854
1797
$1.54M ﹤0.01%
83,789
+5,422
1798
$1.54M ﹤0.01%
49,040
+1,259
1799
$1.53M ﹤0.01%
85,874
+12,944
1800
$1.53M ﹤0.01%
68,376
+1,238
70 71
72
73 74