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
2401
$607K ﹤0.01%
15,367
-13,167
2402
$603K ﹤0.01%
10,791
-715
2403
$603K ﹤0.01%
29,834
-606
2404
$603K ﹤0.01%
16,045
+821
2405
$603K ﹤0.01%
15,700
+680
2406
$602K ﹤0.01%
23,510
-241
2407
$602K ﹤0.01%
64,241
+24,331
2408
$600K ﹤0.01%
13,400
+623
2409
$599K ﹤0.01%
19,500
+4,900
2410
$599K ﹤0.01%
6,510
+176
2411
$598K ﹤0.01%
3,031
-1,058
2412
$598K ﹤0.01%
37,254
+3,023
2413
$597K ﹤0.01%
25,106
+537
2414
$596K ﹤0.01%
36,169
+1,617
2415
$596K ﹤0.01%
36,703
+416
2416
$594K ﹤0.01%
47,328
-827
2417
$594K ﹤0.01%
+182,284
2418
$593K ﹤0.01%
38,358
+22,258
2419
$593K ﹤0.01%
33,553
+14,494
2420
$591K ﹤0.01%
60,000
-83,000
2421
$590K ﹤0.01%
+12,600
2422
$588K ﹤0.01%
55,841
+2,500
2423
$587K ﹤0.01%
4,670
+202
2424
$585K ﹤0.01%
3,109
-65
2425
$583K ﹤0.01%
34,469
+19,075
95 96
97
98 99