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
$95.4B
AUM Growth
+$6.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,507
New
Increased
Reduced
Closed

Top Buys

1
+$297M
2
+$280M
3
+$127M
4
PKG icon
Packaging Corp of America
PKG
+$116M
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$77.8M

Top Sells

1
+$503M
2
+$357M
3
+$202M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$96.4M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$90.1M

Sector Composition

1 Technology 19.33%
2 Industrials 10.37%
3 Healthcare 9.76%
4 Financials 8.38%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$683K ﹤0.01%
9,914
-616
2477
$683K ﹤0.01%
48,656
2478
$682K ﹤0.01%
17,588
+9,339
2479
$681K ﹤0.01%
+17,102
2480
$679K ﹤0.01%
26,021
-8,322
2481
$675K ﹤0.01%
55,185
-13,400
2482
$675K ﹤0.01%
+48,436
2483
$674K ﹤0.01%
+101,746
2484
$673K ﹤0.01%
30,825
+1,789
2485
$673K ﹤0.01%
29,433
-2,737
2486
$671K ﹤0.01%
216,439
+189,484
2487
$670K ﹤0.01%
21,034
+3,218
2488
$669K ﹤0.01%
4,068
-74
2489
$669K ﹤0.01%
77,131
-6,086
2490
$668K ﹤0.01%
60,867
+15,101
2491
$666K ﹤0.01%
1,905
-2,597
2492
$666K ﹤0.01%
34,943
+392
2493
$665K ﹤0.01%
9,318
+88
2494
$660K ﹤0.01%
7,768
-18,882
2495
$657K ﹤0.01%
33,172
+656
2496
$657K ﹤0.01%
10,365
-9,603
2497
$657K ﹤0.01%
16,033
+1,474
2498
$655K ﹤0.01%
4,404
+226
2499
$655K ﹤0.01%
12,157
+3,433
2500
$655K ﹤0.01%
96,857
-175,455
98 99
100
101 102