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
2326
$686K ﹤0.01%
42,129
-146
2327
$685K ﹤0.01%
51,606
-2,965
2328
$685K ﹤0.01%
21,378
-10,438
2329
$685K ﹤0.01%
16,539
+347
2330
$684K ﹤0.01%
15,696
+1,240
2331
$683K ﹤0.01%
22,984
+7,347
2332
$682K ﹤0.01%
19,823
-636
2333
$681K ﹤0.01%
6,158
-1,030
2334
$679K ﹤0.01%
71,909
+1,643
2335
$679K ﹤0.01%
16,055
-501
2336
$677K ﹤0.01%
66,671
+27,516
2337
$677K ﹤0.01%
11,270
-39
2338
$676K ﹤0.01%
67,796
-3,553
2339
$675K ﹤0.01%
61,396
+3,658
2340
$675K ﹤0.01%
33,754
-4,727
2341
$673K ﹤0.01%
41,574
-4,005
2342
$673K ﹤0.01%
16,842
-520
2343
$673K ﹤0.01%
21,505
-10,819
2344
$673K ﹤0.01%
73,466
+15,923
2345
$673K ﹤0.01%
19,886
-5,320
2346
$672K ﹤0.01%
44,473
-1,595
2347
$672K ﹤0.01%
69,503
-4,717
2348
$672K ﹤0.01%
26,959
-16,757
2349
$669K ﹤0.01%
25,982
+2,153
2350
$669K ﹤0.01%
64,631
-3,722
92 93
94
95 96