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
1826
$1.46M ﹤0.01%
+44,995
1827
$1.46M ﹤0.01%
51,630
-221
1828
$1.46M ﹤0.01%
63,911
-1,232
1829
$1.45M ﹤0.01%
45,690
-8,598
1830
$1.45M ﹤0.01%
78,577
+5,934
1831
$1.45M ﹤0.01%
26,902
+5,653
1832
$1.45M ﹤0.01%
49,578
+13,931
1833
$1.45M ﹤0.01%
49,853
-3,932
1834
$1.45M ﹤0.01%
31,578
+14,428
1835
$1.44M ﹤0.01%
77,870
+1,876
1836
$1.44M ﹤0.01%
61,478
+5,743
1837
$1.44M ﹤0.01%
11,164
-169
1838
$1.44M ﹤0.01%
61,025
+7,635
1839
$1.44M ﹤0.01%
99,448
+27,821
1840
$1.43M ﹤0.01%
12,207
-464
1841
$1.43M ﹤0.01%
77,000
1842
$1.43M ﹤0.01%
52,126
+1,838
1843
$1.43M ﹤0.01%
12,803
-47
1844
$1.43M ﹤0.01%
89,909
-853
1845
$1.42M ﹤0.01%
13,720
+494
1846
$1.42M ﹤0.01%
30,834
+18,451
1847
$1.42M ﹤0.01%
37,983
-1,530
1848
$1.42M ﹤0.01%
52,057
+14,247
1849
$1.42M ﹤0.01%
35,757
+8,760
1850
$1.42M ﹤0.01%
79,678
+52,898
72 73
74
75 76