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
2501
$654K ﹤0.01%
32,632
+1,532
2502
$654K ﹤0.01%
20,595
-11,185
2503
$654K ﹤0.01%
150,324
+2,824
2504
$653K ﹤0.01%
7,847
-32
2505
$652K ﹤0.01%
12,884
-383
2506
$652K ﹤0.01%
20,024
-4,459
2507
$652K ﹤0.01%
25,733
+7,000
2508
$650K ﹤0.01%
20,218
+11,048
2509
$648K ﹤0.01%
10,005
+107
2510
$648K ﹤0.01%
9,937
+982
2511
$647K ﹤0.01%
39,500
-5,217
2512
$647K ﹤0.01%
152,149
+5,636
2513
$647K ﹤0.01%
13,519
-595
2514
$645K ﹤0.01%
84,307
+42,824
2515
$644K ﹤0.01%
10,047
+759
2516
$644K ﹤0.01%
46,502
+21,472
2517
$644K ﹤0.01%
64,144
+5,524
2518
$641K ﹤0.01%
11,807
-455
2519
$639K ﹤0.01%
17,346
-37
2520
$636K ﹤0.01%
69,091
+15,497
2521
$636K ﹤0.01%
131,406
+16,842
2522
$633K ﹤0.01%
65,045
-14,551
2523
$633K ﹤0.01%
14,059
2524
$631K ﹤0.01%
+3,162
2525
$631K ﹤0.01%
16,023
+4,669
99 100
101
102 103