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
2076
$1.02M ﹤0.01%
462,393
+363,812
2077
$1.01M ﹤0.01%
97,497
-1,135
2078
$1.01M ﹤0.01%
78,429
+2,265
2079
$1.01M ﹤0.01%
25,682
-3,327
2080
$1.01M ﹤0.01%
131,409
-26,923
2081
$1.01M ﹤0.01%
+12,102
2082
$999K ﹤0.01%
110,314
-9,274
2083
$997K ﹤0.01%
17,757
+1,081
2084
$993K ﹤0.01%
+24,040
2085
$992K ﹤0.01%
25,563
-63,764
2086
$990K ﹤0.01%
112,100
-3,525
2087
$990K ﹤0.01%
3,033
+44
2088
$989K ﹤0.01%
25,816
+1,432
2089
$986K ﹤0.01%
45,606
+848
2090
$984K ﹤0.01%
47,299
-67,729
2091
$982K ﹤0.01%
38,778
-594
2092
$982K ﹤0.01%
12,529
-8,246
2093
$981K ﹤0.01%
78,054
-101,466
2094
$980K ﹤0.01%
136,492
+102,822
2095
$979K ﹤0.01%
22,610
-2,606
2096
$979K ﹤0.01%
20,243
+16
2097
$976K ﹤0.01%
38,784
-42,198
2098
$976K ﹤0.01%
+21,228
2099
$976K ﹤0.01%
31,850
+14,021
2100
$971K ﹤0.01%
21,167
+1,462
82 83
84
85 86