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
2301
$713K ﹤0.01%
17,735
-282
2302
$712K ﹤0.01%
23,502
+1,144
2303
$711K ﹤0.01%
68,977
+2,024
2304
$710K ﹤0.01%
19,227
+1,806
2305
$709K ﹤0.01%
9,766
-1,950
2306
$708K ﹤0.01%
25,608
+4,914
2307
$700K ﹤0.01%
44,588
-678
2308
$699K ﹤0.01%
52,260
+5,269
2309
$698K ﹤0.01%
11,737
-796
2310
$697K ﹤0.01%
80,675
-2,687
2311
$696K ﹤0.01%
60,100
2312
$695K ﹤0.01%
34,021
-1,407
2313
$695K ﹤0.01%
23,579
-929
2314
$695K ﹤0.01%
5,531
+1,578
2315
$694K ﹤0.01%
19,344
-342
2316
$694K ﹤0.01%
59,585
-2,837
2317
$692K ﹤0.01%
26,866
-8,672
2318
$691K ﹤0.01%
36,529
-6,164
2319
$691K ﹤0.01%
7,406
-855
2320
$691K ﹤0.01%
26,042
-300,512
2321
$690K ﹤0.01%
57,305
-16,458
2322
$690K ﹤0.01%
9,689
-189
2323
$690K ﹤0.01%
41,787
-5,061
2324
$688K ﹤0.01%
58,243
+2,835
2325
$688K ﹤0.01%
42,897
-2,755
91 92
93
94 95