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
2201
$825K ﹤0.01%
6,417
+77
2202
$824K ﹤0.01%
33,609
+5,152
2203
$824K ﹤0.01%
52,766
+166
2204
$822K ﹤0.01%
7,883
-5,499
2205
$820K ﹤0.01%
7,271
-560
2206
$818K ﹤0.01%
12,261
+877
2207
$816K ﹤0.01%
196,123
-158,932
2208
$815K ﹤0.01%
21,401
+3,021
2209
$814K ﹤0.01%
15,856
+238
2210
$812K ﹤0.01%
18,088
-884
2211
$812K ﹤0.01%
18,902
+1,906
2212
$807K ﹤0.01%
23,570
+2,670
2213
$805K ﹤0.01%
21,996
-2,075
2214
$803K ﹤0.01%
24,560
-230
2215
$803K ﹤0.01%
55,706
+814
2216
$801K ﹤0.01%
25,306
-5,741
2217
$800K ﹤0.01%
14,078
-8,184
2218
$798K ﹤0.01%
68,834
-2,119
2219
$797K ﹤0.01%
131,971
-2,784
2220
$795K ﹤0.01%
79,899
-3,062
2221
$795K ﹤0.01%
+20,680
2222
$794K ﹤0.01%
62,490
+8,760
2223
$794K ﹤0.01%
59,800
-11,020
2224
$794K ﹤0.01%
9,645
2225
$794K ﹤0.01%
11,006
-906
87 88
89
90 91