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
2926
$321K ﹤0.01%
14,026
-1,302
2927
$318K ﹤0.01%
14,774
-2,498
2928
$317K ﹤0.01%
19,186
+3,574
2929
$317K ﹤0.01%
3,082
-53
2930
$316K ﹤0.01%
15,944
+180
2931
$315K ﹤0.01%
45,099
-103,693
2932
$315K ﹤0.01%
38,610
-1,099
2933
$315K ﹤0.01%
6,967
+734
2934
$314K ﹤0.01%
7,569
+1
2935
$314K ﹤0.01%
4,157
+1,184
2936
$314K ﹤0.01%
+11,272
2937
$313K ﹤0.01%
18,342
+2,942
2938
$313K ﹤0.01%
22,075
+3,204
2939
$312K ﹤0.01%
17,783
+5,380
2940
$312K ﹤0.01%
6,000
2941
$311K ﹤0.01%
17,557
-1,422
2942
$311K ﹤0.01%
20,230
-465
2943
$310K ﹤0.01%
5,097
+682
2944
$309K ﹤0.01%
68,662
-111
2945
$308K ﹤0.01%
15,663
-3,248
2946
$307K ﹤0.01%
15,987
-180
2947
$307K ﹤0.01%
17,423
-49,318
2948
$306K ﹤0.01%
5,001
+691
2949
$306K ﹤0.01%
8,402
-984
2950
$305K ﹤0.01%
+7,999
116 117
118
119 120