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
2151
$899K ﹤0.01%
49,823
-12,237
2152
$899K ﹤0.01%
44,999
+13,980
2153
$897K ﹤0.01%
17,594
-41,902
2154
$897K ﹤0.01%
123,348
+3,087
2155
$896K ﹤0.01%
46,099
+6,138
2156
$893K ﹤0.01%
55,588
-19,418
2157
$887K ﹤0.01%
17,463
-969
2158
$887K ﹤0.01%
9,731
-759
2159
$884K ﹤0.01%
27,807
-7,717
2160
$881K ﹤0.01%
17,618
-520
2161
$880K ﹤0.01%
27,249
+7,114
2162
$878K ﹤0.01%
63,661
+400
2163
$877K ﹤0.01%
29,200
-32,252
2164
$873K ﹤0.01%
44,434
-4,519
2165
$872K ﹤0.01%
110,509
-27,841
2166
$869K ﹤0.01%
6,107
+106
2167
$868K ﹤0.01%
42,175
-11,875
2168
$867K ﹤0.01%
81,392
-5,064
2169
$867K ﹤0.01%
35,492
-1,026
2170
$866K ﹤0.01%
16,772
+1,885
2171
$863K ﹤0.01%
+77,210
2172
$863K ﹤0.01%
24,512
-2,618
2173
$862K ﹤0.01%
40,021
-5,899
2174
$861K ﹤0.01%
9,652
+484
2175
$861K ﹤0.01%
14,476
-193
85 86
87
88 89