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
2451
$558K ﹤0.01%
25,707
+3,886
2452
$557K ﹤0.01%
+9,464
2453
$555K ﹤0.01%
7,876
-139
2454
$555K ﹤0.01%
44,836
+13,000
2455
$554K ﹤0.01%
20,752
-10,563
2456
$554K ﹤0.01%
38,850
+2,500
2457
$554K ﹤0.01%
21,114
+5,738
2458
$551K ﹤0.01%
18,094
+370
2459
$550K ﹤0.01%
38,575
-551
2460
$550K ﹤0.01%
11,756
-15,329
2461
$549K ﹤0.01%
19,882
-52,369
2462
$548K ﹤0.01%
7,598
+3,188
2463
$547K ﹤0.01%
10,567
-231
2464
$546K ﹤0.01%
12,974
-2,609
2465
$543K ﹤0.01%
9,401
+1,021
2466
$542K ﹤0.01%
7,028
+600
2467
$542K ﹤0.01%
24,635
-2,733
2468
$542K ﹤0.01%
29,169
+1,445
2469
$542K ﹤0.01%
3,989
-63
2470
$541K ﹤0.01%
+23,285
2471
$540K ﹤0.01%
22,382
-21,117
2472
$539K ﹤0.01%
+10,302
2473
$539K ﹤0.01%
9,284
-234
2474
$538K ﹤0.01%
104,722
+76,589
2475
$538K ﹤0.01%
147,321
+857
97 98
99
100 101