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
2951
$305K ﹤0.01%
19,249
-876
2952
$305K ﹤0.01%
21,946
+53
2953
$304K ﹤0.01%
15,939
-2,112
2954
$304K ﹤0.01%
29,426
-75,323
2955
$303K ﹤0.01%
2,937
-134
2956
$302K ﹤0.01%
+9,492
2957
$301K ﹤0.01%
21,910
+6,963
2958
$301K ﹤0.01%
10,761
-70
2959
$301K ﹤0.01%
8,100
+136
2960
$301K ﹤0.01%
12,526
-17,028
2961
$301K ﹤0.01%
5,147
+6
2962
$301K ﹤0.01%
60,996
-2,044
2963
$300K ﹤0.01%
32,266
+5,341
2964
$299K ﹤0.01%
3,745
-291
2965
$298K ﹤0.01%
25,572
-1,531
2966
$297K ﹤0.01%
6,165
-69
2967
$294K ﹤0.01%
4,537
-208
2968
$294K ﹤0.01%
37,708
-115
2969
$294K ﹤0.01%
5,972
+127
2970
$293K ﹤0.01%
9,618
-2,380
2971
$293K ﹤0.01%
264,277
+103,247
2972
$293K ﹤0.01%
15,470
+939
2973
$293K ﹤0.01%
9,605
-2,977
2974
$293K ﹤0.01%
24,789
+8,305
2975
$291K ﹤0.01%
2,450
117 118
119
120 121