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
1951
$1.22M ﹤0.01%
12,759
+2,624
1952
$1.22M ﹤0.01%
49,525
+5,209
1953
$1.22M ﹤0.01%
27,313
+681
1954
$1.22M ﹤0.01%
33,365
+11,041
1955
$1.21M ﹤0.01%
11,815
-484
1956
$1.21M ﹤0.01%
36,390
+5,025
1957
$1.21M ﹤0.01%
33,481
-659
1958
$1.21M ﹤0.01%
47,628
-18,960
1959
$1.2M ﹤0.01%
10,513
+7,670
1960
$1.2M ﹤0.01%
8,703
+640
1961
$1.2M ﹤0.01%
25,618
-29
1962
$1.2M ﹤0.01%
11,336
-1,497
1963
$1.2M ﹤0.01%
59,977
+13,678
1964
$1.2M ﹤0.01%
46,817
-14,811
1965
$1.2M ﹤0.01%
11,029
-616
1966
$1.2M ﹤0.01%
241,095
-1,434
1967
$1.19M ﹤0.01%
30,133
+12,004
1968
$1.19M ﹤0.01%
32,818
+158
1969
$1.19M ﹤0.01%
79,175
+8,177
1970
$1.19M ﹤0.01%
18,473
-598
1971
$1.19M ﹤0.01%
264,239
-13,443
1972
$1.19M ﹤0.01%
14,023
-460
1973
$1.19M ﹤0.01%
18,697
-415
1974
$1.18M ﹤0.01%
34,617
-3,970
1975
$1.18M ﹤0.01%
52,880
-1,092
77 78
79
80 81