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
2851
$369K ﹤0.01%
21,887
+8,372
2852
$369K ﹤0.01%
18,829
-411
2853
$368K ﹤0.01%
6,544
+223
2854
$368K ﹤0.01%
+17,566
2855
$368K ﹤0.01%
29,557
-333
2856
$368K ﹤0.01%
81,452
+3,051
2857
$368K ﹤0.01%
+16,617
2858
$368K ﹤0.01%
+8,012
2859
$366K ﹤0.01%
12,147
2860
$365K ﹤0.01%
14,549
-4,288
2861
$365K ﹤0.01%
33,443
+9,342
2862
$364K ﹤0.01%
11,305
-130,671
2863
$362K ﹤0.01%
28,082
+12,278
2864
$362K ﹤0.01%
9,625
+1,505
2865
$362K ﹤0.01%
12,589
-748
2866
$361K ﹤0.01%
2,202
+2
2867
$360K ﹤0.01%
11,709
-112,774
2868
$359K ﹤0.01%
+14,687
2869
$357K ﹤0.01%
16,747
+6,049
2870
$357K ﹤0.01%
23,075
-4,742
2871
$353K ﹤0.01%
20,162
-5,992
2872
$353K ﹤0.01%
4,922
+910
2873
$353K ﹤0.01%
7,245
+575
2874
$352K ﹤0.01%
8,159
2875
$351K ﹤0.01%
95,593
113 114
115
116 117