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
2626
$547K ﹤0.01%
13,259
-339
2627
$546K ﹤0.01%
+27,936
2628
$545K ﹤0.01%
10,871
+636
2629
$543K ﹤0.01%
12,702
+3,618
2630
$543K ﹤0.01%
23,699
-61,091
2631
$541K ﹤0.01%
24,441
-3,870
2632
$541K ﹤0.01%
8,834
+81
2633
$538K ﹤0.01%
10,387
+1,330
2634
$536K ﹤0.01%
65,569
-4,403
2635
$533K ﹤0.01%
97,820
-4,127
2636
$532K ﹤0.01%
2,993
-1,390
2637
$531K ﹤0.01%
26,867
-4,948
2638
$531K ﹤0.01%
14,359
+1,240
2639
$531K ﹤0.01%
48,970
-926
2640
$530K ﹤0.01%
172,186
-106,466
2641
$530K ﹤0.01%
55,150
-4,908
2642
$529K ﹤0.01%
25,666
+5,725
2643
$529K ﹤0.01%
28,555
-136
2644
$529K ﹤0.01%
21,388
+64
2645
$529K ﹤0.01%
4,932
+46
2646
$529K ﹤0.01%
22,514
+648
2647
$528K ﹤0.01%
37,394
-15,672
2648
$526K ﹤0.01%
4,921
+108
2649
$525K ﹤0.01%
+65,266
2650
$525K ﹤0.01%
4,569
+6
104 105
106
107 108