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
2226
$792K ﹤0.01%
21,933
+902
2227
$791K ﹤0.01%
88,898
-1,200
2228
$789K ﹤0.01%
22,553
-2,457
2229
$789K ﹤0.01%
16,728
-1,267
2230
$787K ﹤0.01%
12,182
-1,070
2231
$784K ﹤0.01%
58,952
-844
2232
$784K ﹤0.01%
50,538
-4,538
2233
$783K ﹤0.01%
11,370
+955
2234
$783K ﹤0.01%
24,550
-1,600
2235
$783K ﹤0.01%
33,780
-4,889
2236
$782K ﹤0.01%
7,548
-537
2237
$781K ﹤0.01%
21,400
2238
$779K ﹤0.01%
42,102
+11,687
2239
$779K ﹤0.01%
16,893
+518
2240
$779K ﹤0.01%
20,254
+498
2241
$777K ﹤0.01%
30,939
+14,504
2242
$774K ﹤0.01%
20,649
-6,889
2243
$774K ﹤0.01%
67,643
+1,725
2244
$773K ﹤0.01%
20,081
+9,777
2245
$770K ﹤0.01%
46,696
+25,206
2246
$769K ﹤0.01%
+7,733
2247
$769K ﹤0.01%
24,025
-1,663
2248
$768K ﹤0.01%
12,593
+727
2249
$767K ﹤0.01%
4,290
-4
2250
$766K ﹤0.01%
121,471
+2,371
88 89
90
91 92