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
2826
$384K ﹤0.01%
5,387
-15,953
2827
$383K ﹤0.01%
61,442
+2,603
2828
$382K ﹤0.01%
6,574
-34
2829
$380K ﹤0.01%
21,063
-2,090
2830
$380K ﹤0.01%
23,930
-1,730
2831
$380K ﹤0.01%
31,945
-2,091
2832
$380K ﹤0.01%
13,779
-1,723
2833
$379K ﹤0.01%
6,165
+330
2834
$379K ﹤0.01%
53,327
+2,200
2835
$379K ﹤0.01%
34,985
+126
2836
$378K ﹤0.01%
43,813
+10,981
2837
$377K ﹤0.01%
25,082
-4,318
2838
$377K ﹤0.01%
4,042
-4,216
2839
$377K ﹤0.01%
13,474
-649
2840
$376K ﹤0.01%
59,718
+44,275
2841
$375K ﹤0.01%
9,629
-2,056
2842
$375K ﹤0.01%
8,486
-396
2843
$375K ﹤0.01%
3,315
-3
2844
$374K ﹤0.01%
15,761
+3,085
2845
$372K ﹤0.01%
20,052
+4,455
2846
$371K ﹤0.01%
20,093
-490
2847
$371K ﹤0.01%
15,751
+806
2848
$370K ﹤0.01%
23,508
+275
2849
$370K ﹤0.01%
36,661
-215
2850
$370K ﹤0.01%
16,369
+5,890
112 113
114
115 116