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
2276
$739K ﹤0.01%
14,629
-30
2277
$739K ﹤0.01%
35,960
-5,271
2278
$738K ﹤0.01%
44,219
-15,899
2279
$738K ﹤0.01%
45,189
-4,319
2280
$738K ﹤0.01%
44,451
+136
2281
$736K ﹤0.01%
32,747
-1,485
2282
$734K ﹤0.01%
11,124
+605
2283
$732K ﹤0.01%
+51,429
2284
$731K ﹤0.01%
94,828
-15,060
2285
$731K ﹤0.01%
69,760
-3,562
2286
$730K ﹤0.01%
53,926
-4,500
2287
$729K ﹤0.01%
12,091
-40,036
2288
$727K ﹤0.01%
22,035
-145,259
2289
$725K ﹤0.01%
18,673
+1,973
2290
$720K ﹤0.01%
8,541
-502
2291
$720K ﹤0.01%
+21,359
2292
$720K ﹤0.01%
+101,683
2293
$720K ﹤0.01%
8,284
-199
2294
$719K ﹤0.01%
+21,316
2295
$718K ﹤0.01%
18,226
-1,227
2296
$716K ﹤0.01%
7,005
+85
2297
$716K ﹤0.01%
33,792
+6,985
2298
$714K ﹤0.01%
9,185
-749
2299
$714K ﹤0.01%
7,104
-107
2300
$713K ﹤0.01%
60,698
-3,582
90 91
92
93 94