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
2601
$568K ﹤0.01%
18,251
-1,202
2602
$568K ﹤0.01%
70,175
+25,710
2603
$568K ﹤0.01%
+36,013
2604
$568K ﹤0.01%
65,334
-4,227
2605
$567K ﹤0.01%
+8,462
2606
$565K ﹤0.01%
47,138
+2,389
2607
$564K ﹤0.01%
8,505
-4,227
2608
$562K ﹤0.01%
21,101
-912
2609
$561K ﹤0.01%
12,088
+2,634
2610
$561K ﹤0.01%
+71,525
2611
$559K ﹤0.01%
16,930
-1,265
2612
$559K ﹤0.01%
8,921
2613
$557K ﹤0.01%
63,109
-9,511
2614
$556K ﹤0.01%
39,600
-902
2615
$556K ﹤0.01%
14,678
-1,206
2616
$556K ﹤0.01%
+14,267
2617
$551K ﹤0.01%
2,503
-244
2618
$551K ﹤0.01%
4,230
+1,157
2619
$551K ﹤0.01%
4,811
-353
2620
$551K ﹤0.01%
100,283
-1,351
2621
$550K ﹤0.01%
29,110
-7,221
2622
$550K ﹤0.01%
23,888
-1,441
2623
$549K ﹤0.01%
54,030
-5,023
2624
$548K ﹤0.01%
+3,916
2625
$547K ﹤0.01%
19,352
-530
103 104
105
106 107