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
2426
$582K ﹤0.01%
43,497
-12,598
2427
$581K ﹤0.01%
93,760
+7,425
2428
$581K ﹤0.01%
8,287
+19
2429
$580K ﹤0.01%
11,340
-1,130
2430
$580K ﹤0.01%
21,594
-94,939
2431
$579K ﹤0.01%
13,760
+1,608
2432
$578K ﹤0.01%
41,439
-3,720
2433
$577K ﹤0.01%
14,871
-353
2434
$577K ﹤0.01%
263,324
+88,438
2435
$576K ﹤0.01%
12,340
+477
2436
$574K ﹤0.01%
5,443
-117
2437
$571K ﹤0.01%
28,596
-8,829
2438
$571K ﹤0.01%
9,400
-240
2439
$570K ﹤0.01%
+25,145
2440
$570K ﹤0.01%
59,076
+2,405
2441
$569K ﹤0.01%
80,143
+1,822
2442
$568K ﹤0.01%
94,430
+3,949
2443
$566K ﹤0.01%
9,397
-2,274
2444
$563K ﹤0.01%
13,554
-18,813
2445
$563K ﹤0.01%
61,694
+5,862
2446
$563K ﹤0.01%
26,607
+6,404
2447
$562K ﹤0.01%
30,099
+5,980
2448
$561K ﹤0.01%
10,623
-3,280
2449
$560K ﹤0.01%
51,322
-798
2450
$558K ﹤0.01%
23,233
+8,435
96 97
98
99 100