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
2251
$766K ﹤0.01%
214,426
-8,259
2252
$765K ﹤0.01%
4,690
-347
2253
$765K ﹤0.01%
31,420
2254
$765K ﹤0.01%
+107,701
2255
$764K ﹤0.01%
4,644
+2,731
2256
$763K ﹤0.01%
7,326
+5,114
2257
$761K ﹤0.01%
62,321
-1,376
2258
$760K ﹤0.01%
69,630
+12,294
2259
$760K ﹤0.01%
36,339
-962
2260
$758K ﹤0.01%
15,360
-94
2261
$757K ﹤0.01%
48,436
-14,391
2262
$754K ﹤0.01%
20,843
-306
2263
$754K ﹤0.01%
15,369
+4,722
2264
$754K ﹤0.01%
28,040
+3,624
2265
$753K ﹤0.01%
27,551
+338
2266
$751K ﹤0.01%
8,983
-1,144
2267
$748K ﹤0.01%
2,195
-196
2268
$747K ﹤0.01%
73,741
+7,060
2269
$746K ﹤0.01%
7,019
-617
2270
$746K ﹤0.01%
53,176
+15,564
2271
$745K ﹤0.01%
10,466
-7,060
2272
$743K ﹤0.01%
23,955
2273
$741K ﹤0.01%
18,459
+956
2274
$740K ﹤0.01%
28,465
-64,620
2275
$739K ﹤0.01%
42,717
-5,041
89 90
91
92 93