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
2576
$582K ﹤0.01%
48,444
-8,105
2577
$582K ﹤0.01%
208,509
+180,509
2578
$582K ﹤0.01%
7,836
-1,052
2579
$581K ﹤0.01%
47,166
-3,129
2580
$580K ﹤0.01%
13,900
-4,882
2581
$580K ﹤0.01%
25,513
+7,238
2582
$579K ﹤0.01%
2,982
-399
2583
$578K ﹤0.01%
11,000
2584
$577K ﹤0.01%
12,308
+4,627
2585
$576K ﹤0.01%
140,150
-176,320
2586
$576K ﹤0.01%
+28,084
2587
$575K ﹤0.01%
13,967
-742
2588
$575K ﹤0.01%
+4,969
2589
$574K ﹤0.01%
2,705
-263
2590
$573K ﹤0.01%
17,978
2591
$573K ﹤0.01%
5,911
-195
2592
$573K ﹤0.01%
13,646
+303
2593
$572K ﹤0.01%
44,296
-181,255
2594
$572K ﹤0.01%
5,985
-171
2595
$572K ﹤0.01%
+16,983
2596
$571K ﹤0.01%
31,557
-4,123
2597
$570K ﹤0.01%
34,877
-3,717
2598
$570K ﹤0.01%
11,420
-1,108
2599
$570K ﹤0.01%
3,792
+257
2600
$569K ﹤0.01%
4,483
-550
102 103
104
105 106