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
2101
$969K ﹤0.01%
+19,406
2102
$968K ﹤0.01%
29,307
-295
2103
$963K ﹤0.01%
163,500
+4,550
2104
$960K ﹤0.01%
148,608
+2,968
2105
$960K ﹤0.01%
81,068
-1,215
2106
$960K ﹤0.01%
23,953
-528
2107
$959K ﹤0.01%
22,652
-13,474
2108
$958K ﹤0.01%
18,155
-10,270
2109
$958K ﹤0.01%
29,691
+2,733
2110
$956K ﹤0.01%
22,999
+680
2111
$953K ﹤0.01%
+70,449
2112
$953K ﹤0.01%
16,046
-4,194
2113
$953K ﹤0.01%
8,780
-259
2114
$952K ﹤0.01%
182,817
+43,310
2115
$949K ﹤0.01%
58,132
+5,377
2116
$947K ﹤0.01%
76,549
+10,941
2117
$946K ﹤0.01%
16,960
+9,960
2118
$945K ﹤0.01%
35,315
+1,787
2119
$945K ﹤0.01%
20,510
-5,287
2120
$945K ﹤0.01%
6,679
-465
2121
$942K ﹤0.01%
50,192
-323,511
2122
$942K ﹤0.01%
48,787
+7
2123
$941K ﹤0.01%
21,112
+41
2124
$940K ﹤0.01%
40,775
+1,031
2125
$939K ﹤0.01%
153,479
+5,540
83 84
85
86 87