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
2701
$485K ﹤0.01%
23,375
-381
2702
$485K ﹤0.01%
2,986
+839
2703
$483K ﹤0.01%
264,074
-13,387
2704
$480K ﹤0.01%
55,007
+8,690
2705
$480K ﹤0.01%
6,050
-2,296
2706
$480K ﹤0.01%
+29,016
2707
$478K ﹤0.01%
95,944
-301,538
2708
$477K ﹤0.01%
32,573
+11
2709
$476K ﹤0.01%
12,324
+749
2710
$475K ﹤0.01%
26,481
-1,404
2711
$475K ﹤0.01%
7,612
-100
2712
$474K ﹤0.01%
+16,458
2713
$473K ﹤0.01%
18,632
+595
2714
$473K ﹤0.01%
23,889
+6,858
2715
$472K ﹤0.01%
34,879
-100
2716
$471K ﹤0.01%
6,732
-54,086
2717
$471K ﹤0.01%
28,301
-509
2718
$470K ﹤0.01%
67,861
+4,979
2719
$470K ﹤0.01%
9,233
+1,614
2720
$467K ﹤0.01%
+12,782
2721
$466K ﹤0.01%
4,561
-2,707
2722
$466K ﹤0.01%
65,389
-4,074
2723
$466K ﹤0.01%
15,290
-2,324
2724
$461K ﹤0.01%
150,075
-384
2725
$461K ﹤0.01%
264,672
+28,383
107 108
109
110 111