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
2751
$440K ﹤0.01%
11,294
-1,626
2752
$439K ﹤0.01%
6,352
-155
2753
$439K ﹤0.01%
16,214
-102,654
2754
$438K ﹤0.01%
+4,355
2755
$438K ﹤0.01%
31,527
+24
2756
$436K ﹤0.01%
1,853
+575
2757
$436K ﹤0.01%
17,388
-1,400
2758
$435K ﹤0.01%
36,066
-2,552
2759
$434K ﹤0.01%
12,428
+4,875
2760
$432K ﹤0.01%
105,572
-1,500
2761
$431K ﹤0.01%
8,220
-21,156
2762
$429K ﹤0.01%
+15,184
2763
$429K ﹤0.01%
13,349
+5,573
2764
$429K ﹤0.01%
3,716
2765
$428K ﹤0.01%
1,480
+199
2766
$428K ﹤0.01%
42,285
-1,818
2767
$427K ﹤0.01%
5,647
-1,034
2768
$427K ﹤0.01%
5,509
+1,060
2769
$425K ﹤0.01%
+14,648
2770
$424K ﹤0.01%
81,281
-5,605
2771
$424K ﹤0.01%
4,887
+111
2772
$423K ﹤0.01%
32,309
-488
2773
$423K ﹤0.01%
26,050
-3,870
2774
$422K ﹤0.01%
3,252
-655
2775
$422K ﹤0.01%
23,145
-44,405
109 110
111
112 113