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
2876
$351K ﹤0.01%
5,038
-318
2877
$350K ﹤0.01%
28,444
+5,503
2878
$349K ﹤0.01%
4,152
-610
2879
$349K ﹤0.01%
29,794
-559
2880
$349K ﹤0.01%
18,853
-12,436
2881
$348K ﹤0.01%
7,849
-1,176
2882
$348K ﹤0.01%
17,146
-17,540
2883
$348K ﹤0.01%
38,473
-996
2884
$347K ﹤0.01%
23,953
-10,387
2885
$345K ﹤0.01%
35,890
+1,836
2886
$344K ﹤0.01%
14,685
+2,838
2887
$344K ﹤0.01%
15,828
+24
2888
$344K ﹤0.01%
9,555
+915
2889
$342K ﹤0.01%
11,058
2890
$341K ﹤0.01%
4,245
+126
2891
$341K ﹤0.01%
19,480
2892
$341K ﹤0.01%
12,041
-13,254
2893
$340K ﹤0.01%
8,235
2894
$339K ﹤0.01%
3,652
-858
2895
$338K ﹤0.01%
14,944
-3,522
2896
$338K ﹤0.01%
3,933
-341
2897
$337K ﹤0.01%
+7,607
2898
$337K ﹤0.01%
4,697
-857
2899
$336K ﹤0.01%
4,831
-28,443
2900
$335K ﹤0.01%
25,302
+2,575
114 115
116
117 118