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
2651
$525K ﹤0.01%
16,225
-1,013
2652
$523K ﹤0.01%
40,379
+17,405
2653
$522K ﹤0.01%
4,888
-1,713
2654
$521K ﹤0.01%
11,550
-989
2655
$521K ﹤0.01%
4,790
+100
2656
$521K ﹤0.01%
152,208
+466
2657
$520K ﹤0.01%
12,452
2658
$520K ﹤0.01%
71,281
-18,875
2659
$520K ﹤0.01%
11,191
-247
2660
$518K ﹤0.01%
47,328
-14,031
2661
$516K ﹤0.01%
13,986
+6,453
2662
$515K ﹤0.01%
13,835
-1,099
2663
$514K ﹤0.01%
30,274
+1,039
2664
$513K ﹤0.01%
10,038
-520
2665
$513K ﹤0.01%
5,910
+92
2666
$513K ﹤0.01%
6,237
-9
2667
$513K ﹤0.01%
2,429
+8
2668
$512K ﹤0.01%
23,119
+941
2669
$511K ﹤0.01%
27,541
+3,020
2670
$510K ﹤0.01%
33,146
-600
2671
$509K ﹤0.01%
19,110
-82,807
2672
$509K ﹤0.01%
8,271
+41
2673
$508K ﹤0.01%
+8,493
2674
$508K ﹤0.01%
1,518
-86
2675
$507K ﹤0.01%
15,942
+48
105 106
107
108 109