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
2726
$460K ﹤0.01%
3,883
+211
2727
$460K ﹤0.01%
86,082
+26,855
2728
$460K ﹤0.01%
19,924
-657
2729
$460K ﹤0.01%
5,317
-7,721
2730
$459K ﹤0.01%
21,390
+130
2731
$459K ﹤0.01%
4,385
-279
2732
$457K ﹤0.01%
29,822
+4,298
2733
$457K ﹤0.01%
626,413
+471,258
2734
$457K ﹤0.01%
100,500
-31,767
2735
$454K ﹤0.01%
6,979
+10
2736
$452K ﹤0.01%
37,984
+4,128
2737
$451K ﹤0.01%
5,632
-898
2738
$450K ﹤0.01%
20,315
-1,135
2739
$450K ﹤0.01%
16,083
-225
2740
$448K ﹤0.01%
8,846
-3,705
2741
$446K ﹤0.01%
9,889
-1,014
2742
$446K ﹤0.01%
13,092
-19,420
2743
$445K ﹤0.01%
10,726
-171
2744
$444K ﹤0.01%
7,069
-71
2745
$443K ﹤0.01%
35,006
-801
2746
$443K ﹤0.01%
23,975
+9,482
2747
$442K ﹤0.01%
21,285
+3,437
2748
$442K ﹤0.01%
65,095
-3,156
2749
$442K ﹤0.01%
75,991
-1,218
2750
$440K ﹤0.01%
38,198
+473
108 109
110
111 112