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
2351
$669K ﹤0.01%
154,095
+117,109
2352
$669K ﹤0.01%
59,318
-11,441
2353
$667K ﹤0.01%
15,651
-4,952
2354
$665K ﹤0.01%
9,701
-9,748
2355
$665K ﹤0.01%
88,015
+1,971
2356
$664K ﹤0.01%
60,572
-205
2357
$663K ﹤0.01%
25,547
+3,343
2358
$663K ﹤0.01%
3,075
-8,279
2359
$658K ﹤0.01%
30,283
+3,212
2360
$657K ﹤0.01%
27,453
+14,701
2361
$653K ﹤0.01%
6,859
+4,253
2362
$652K ﹤0.01%
18,380
+66
2363
$652K ﹤0.01%
15,772
+6,897
2364
$651K ﹤0.01%
27,477
+235
2365
$650K ﹤0.01%
18,758
-130
2366
$649K ﹤0.01%
56,183
+3,001
2367
$647K ﹤0.01%
1,974
+171
2368
$647K ﹤0.01%
6,572
+3,138
2369
$646K ﹤0.01%
15,738
-15,347
2370
$645K ﹤0.01%
21,130
+7,970
2371
$644K ﹤0.01%
6,572
-433
2372
$644K ﹤0.01%
2,679
+674
2373
$644K ﹤0.01%
110,951
-32,265
2374
$643K ﹤0.01%
13,122
-192
2375
$641K ﹤0.01%
156,728
+4,708
93 94
95
96 97