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
2376
$639K ﹤0.01%
67,537
+9,190
2377
$638K ﹤0.01%
72,263
+19,727
2378
$638K ﹤0.01%
12,042
+570
2379
$637K ﹤0.01%
25,028
+116
2380
$637K ﹤0.01%
17,446
+3,009
2381
$631K ﹤0.01%
30,162
-1,006
2382
$630K ﹤0.01%
21,678
+298
2383
$629K ﹤0.01%
12,469
+640
2384
$629K ﹤0.01%
56,030
+11,855
2385
$629K ﹤0.01%
32,208
+143
2386
$627K ﹤0.01%
33,511
+300
2387
$624K ﹤0.01%
8,695
-20
2388
$623K ﹤0.01%
15,524
-713
2389
$622K ﹤0.01%
23,791
-14,539
2390
$622K ﹤0.01%
15,513
-84
2391
$621K ﹤0.01%
33,375
+1,686
2392
$621K ﹤0.01%
59,498
+2,189
2393
$620K ﹤0.01%
42,559
+3,535
2394
$619K ﹤0.01%
28,575
+4,446
2395
$617K ﹤0.01%
6,377
-937
2396
$616K ﹤0.01%
43,923
+4,780
2397
$615K ﹤0.01%
22,216
+1,120
2398
$614K ﹤0.01%
7,366
+938
2399
$611K ﹤0.01%
41,539
+2,012
2400
$610K ﹤0.01%
+10,167
94 95
96
97 98