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
1851
$1.41M ﹤0.01%
41,149
+3,791
1852
$1.41M ﹤0.01%
14,992
-587
1853
$1.41M ﹤0.01%
62,426
-2,480
1854
$1.41M ﹤0.01%
151,589
-113,524
1855
$1.41M ﹤0.01%
30,143
-261
1856
$1.41M ﹤0.01%
3,494
+122
1857
$1.4M ﹤0.01%
11,368
-4,224
1858
$1.4M ﹤0.01%
22,857
-7,280
1859
$1.4M ﹤0.01%
124,551
-25
1860
$1.4M ﹤0.01%
40,612
-3,474
1861
$1.39M ﹤0.01%
44,995
+20,622
1862
$1.39M ﹤0.01%
143,174
+5,112
1863
$1.39M ﹤0.01%
23,178
+1,408
1864
$1.39M ﹤0.01%
32,174
+3,500
1865
$1.38M ﹤0.01%
25,401
-7,769
1866
$1.38M ﹤0.01%
72,774
+3,351
1867
$1.38M ﹤0.01%
45,069
+1,582
1868
$1.38M ﹤0.01%
28,309
+3,055
1869
$1.38M ﹤0.01%
34,389
-2,008
1870
$1.37M ﹤0.01%
43,784
+13,589
1871
$1.37M ﹤0.01%
17,345
+406
1872
$1.37M ﹤0.01%
68,246
+437
1873
$1.37M ﹤0.01%
22,664
+2,146
1874
$1.36M ﹤0.01%
64,373
+3,239
1875
$1.36M ﹤0.01%
75,945
+42,410
73 74
75
76 77