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
2901
$334K ﹤0.01%
11,846
+100
2902
$333K ﹤0.01%
7,336
-121
2903
$333K ﹤0.01%
8,242
+323
2904
$332K ﹤0.01%
+2,429
2905
$332K ﹤0.01%
23,694
-1,102
2906
$332K ﹤0.01%
16,559
+264
2907
$332K ﹤0.01%
2,934
-300
2908
$331K ﹤0.01%
17,714
-1,020
2909
$330K ﹤0.01%
51,234
+977
2910
$329K ﹤0.01%
6,200
2911
$327K ﹤0.01%
9,436
-1,232
2912
$327K ﹤0.01%
+16,976
2913
$326K ﹤0.01%
10,175
-100
2914
$326K ﹤0.01%
+12,497
2915
$325K ﹤0.01%
12,988
+670
2916
$324K ﹤0.01%
19,250
-3,816
2917
$323K ﹤0.01%
2,150
-18,622
2918
$323K ﹤0.01%
7,865
-205
2919
$322K ﹤0.01%
16,107
-1,826
2920
$322K ﹤0.01%
2,019
+80
2921
$321K ﹤0.01%
25,754
2922
$321K ﹤0.01%
9,572
2923
$321K ﹤0.01%
3,512
+91
2924
$321K ﹤0.01%
40,790
+10,224
2925
$321K ﹤0.01%
37,272
+1,559
115 116
117
118 119