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
2801
$401K ﹤0.01%
8,931
+1,988
2802
$399K ﹤0.01%
8,860
-543
2803
$399K ﹤0.01%
6,791
-61,888
2804
$399K ﹤0.01%
3,675
-2,066
2805
$398K ﹤0.01%
51,851
-2,709
2806
$398K ﹤0.01%
134,849
-12,024
2807
$397K ﹤0.01%
19,853
-19,530
2808
$395K ﹤0.01%
14,831
-40,344
2809
$395K ﹤0.01%
97,032
-29,476
2810
$393K ﹤0.01%
16,330
+366
2811
$390K ﹤0.01%
14,785
-805
2812
$390K ﹤0.01%
30,278
-32,625
2813
$390K ﹤0.01%
38,746
-15,696
2814
$390K ﹤0.01%
15,942
+290
2815
$390K ﹤0.01%
+38,100
2816
$388K ﹤0.01%
12,593
+1,615
2817
$388K ﹤0.01%
9,249
-207
2818
$388K ﹤0.01%
35,601
+3,040
2819
$388K ﹤0.01%
+158,375
2820
$388K ﹤0.01%
6,355
-12,525
2821
$387K ﹤0.01%
15,962
+367
2822
$387K ﹤0.01%
4,674
2823
$386K ﹤0.01%
66,067
+5,673
2824
$385K ﹤0.01%
27,787
-2,335
2825
$384K ﹤0.01%
4,944
-778
111 112
113
114 115