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
2676
$507K ﹤0.01%
50,810
2677
$505K ﹤0.01%
54,972
-18,795
2678
$503K ﹤0.01%
15,765
-237
2679
$503K ﹤0.01%
612
-5
2680
$502K ﹤0.01%
7,612
-1,920
2681
$501K ﹤0.01%
14,843
-11,053
2682
$499K ﹤0.01%
7,073
+794
2683
$496K ﹤0.01%
11,913
+763
2684
$496K ﹤0.01%
20,242
+3,960
2685
$495K ﹤0.01%
32,753
-6,338
2686
$494K ﹤0.01%
9,158
-10
2687
$494K ﹤0.01%
9,583
+2,627
2688
$494K ﹤0.01%
99,133
+3,733
2689
$493K ﹤0.01%
21,108
-112
2690
$493K ﹤0.01%
59,458
-251
2691
$491K ﹤0.01%
45,604
-17,300
2692
$489K ﹤0.01%
34,301
+21,580
2693
$489K ﹤0.01%
190,258
-7,983
2694
$489K ﹤0.01%
38,248
-7,344
2695
$487K ﹤0.01%
17,220
+5,041
2696
$487K ﹤0.01%
56,153
+7,242
2697
$486K ﹤0.01%
28,409
+14,705
2698
$485K ﹤0.01%
5,729
-7,092
2699
$485K ﹤0.01%
+15,698
2700
$485K ﹤0.01%
9,131
+2
106 107
108
109 110