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
2776
$422K ﹤0.01%
35,722
+1,460
2777
$421K ﹤0.01%
10,805
-8,297
2778
$421K ﹤0.01%
8,084
+31
2779
$421K ﹤0.01%
2,408
-162
2780
$418K ﹤0.01%
3,849
-961
2781
$418K ﹤0.01%
22,575
+521
2782
$418K ﹤0.01%
+6,999
2783
$417K ﹤0.01%
14,895
-2,125
2784
$417K ﹤0.01%
9,194
-3,322
2785
$417K ﹤0.01%
14,403
2786
$416K ﹤0.01%
18,845
-4,765
2787
$415K ﹤0.01%
38,658
+958
2788
$415K ﹤0.01%
10,381
+70
2789
$414K ﹤0.01%
10,636
-332
2790
$411K ﹤0.01%
5,596
+184
2791
$410K ﹤0.01%
8,138
-6,572
2792
$409K ﹤0.01%
31,820
-1,678
2793
$408K ﹤0.01%
9,623
-2,616
2794
$408K ﹤0.01%
129,874
+109,143
2795
$407K ﹤0.01%
11,652
-425
2796
$406K ﹤0.01%
22,401
-2,913
2797
$406K ﹤0.01%
+29,510
2798
$405K ﹤0.01%
11,490
+3,148
2799
$405K ﹤0.01%
28,669
+1,768
2800
$403K ﹤0.01%
942
-87
110 111
112
113 114