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
2176
$860K ﹤0.01%
58,459
+20,375
2177
$859K ﹤0.01%
30,176
-2,922
2178
$855K ﹤0.01%
39,435
+913
2179
$854K ﹤0.01%
83,313
-16,767
2180
$853K ﹤0.01%
103,129
-1,213
2181
$848K ﹤0.01%
+25,353
2182
$847K ﹤0.01%
108,163
+3,125
2183
$847K ﹤0.01%
17,953
+1,110
2184
$846K ﹤0.01%
23,915
+7,814
2185
$845K ﹤0.01%
2,904
-2,093
2186
$844K ﹤0.01%
19,773
-36
2187
$844K ﹤0.01%
80,977
+51,283
2188
$843K ﹤0.01%
100,000
2189
$840K ﹤0.01%
26,782
+966
2190
$839K ﹤0.01%
65,687
-6,496
2191
$838K ﹤0.01%
25,677
+46
2192
$838K ﹤0.01%
+31,239
2193
$835K ﹤0.01%
15,188
-7,223
2194
$835K ﹤0.01%
24,600
+3,646
2195
$834K ﹤0.01%
8,445
+6,167
2196
$832K ﹤0.01%
42,511
-17,575
2197
$830K ﹤0.01%
+17,703
2198
$829K ﹤0.01%
10,738
-548
2199
$828K ﹤0.01%
15,533
-702
2200
$827K ﹤0.01%
18,998
+566
86 87
88
89 90