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
2526
$630K ﹤0.01%
10,235
-22,203
2527
$630K ﹤0.01%
46,135
-2,735
2528
$629K ﹤0.01%
3,454
-828
2529
$629K ﹤0.01%
15,359
+4,642
2530
$629K ﹤0.01%
11,007
+637
2531
$628K ﹤0.01%
64,110
+1,017
2532
$628K ﹤0.01%
20,350
-5,492
2533
$627K ﹤0.01%
46,489
-1,576
2534
$626K ﹤0.01%
21,005
-1,494
2535
$625K ﹤0.01%
12,142
+847
2536
$624K ﹤0.01%
40,057
-239
2537
$623K ﹤0.01%
9,431
-15
2538
$623K ﹤0.01%
20,896
-884
2539
$623K ﹤0.01%
35,479
-6,770
2540
$619K ﹤0.01%
23,521
+8,703
2541
$619K ﹤0.01%
40,910
-6,500
2542
$618K ﹤0.01%
12,591
-892
2543
$616K ﹤0.01%
12,474
+104
2544
$616K ﹤0.01%
26,319
-398
2545
$616K ﹤0.01%
32,094
+22
2546
$616K ﹤0.01%
46,387
-2,728
2547
$613K ﹤0.01%
18,757
-625
2548
$612K ﹤0.01%
100,406
+23,388
2549
$611K ﹤0.01%
24,434
+13,281
2550
$607K ﹤0.01%
59,594
-4,242
100 101
102
103 104