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
2551
$606K ﹤0.01%
3,803
+6
2552
$606K ﹤0.01%
31,779
-2,222
2553
$604K ﹤0.01%
9,300
-46
2554
$604K ﹤0.01%
22,989
+3,501
2555
$604K ﹤0.01%
8,441
+631
2556
$603K ﹤0.01%
7,379
-210
2557
$601K ﹤0.01%
8,056
+1,960
2558
$599K ﹤0.01%
51,373
-153,560
2559
$598K ﹤0.01%
22,302
+4,302
2560
$596K ﹤0.01%
7,548
-98
2561
$596K ﹤0.01%
13,202
+766
2562
$594K ﹤0.01%
27,131
-83,356
2563
$594K ﹤0.01%
2,852
+916
2564
$594K ﹤0.01%
66,671
+30,755
2565
$594K ﹤0.01%
8,220
-129
2566
$591K ﹤0.01%
25,079
+210
2567
$590K ﹤0.01%
19,383
-1,132
2568
$589K ﹤0.01%
11,127
-12,621
2569
$588K ﹤0.01%
34,894
-2,153
2570
$587K ﹤0.01%
+11,450
2571
$586K ﹤0.01%
47,350
-4,825
2572
$585K ﹤0.01%
19,668
-2,504
2573
$584K ﹤0.01%
51,896
-1,685
2574
$584K ﹤0.01%
10,047
-1,548
2575
$583K ﹤0.01%
269,768
+135,148
101 102
103
104 105