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
2976
$291K ﹤0.01%
+3,002
2977
$290K ﹤0.01%
16,666
-18,339
2978
$290K ﹤0.01%
7,784
+1,301
2979
$290K ﹤0.01%
4,755
2980
$289K ﹤0.01%
4,428
2981
$289K ﹤0.01%
7,832
+602
2982
$288K ﹤0.01%
21,972
-1,452
2983
$287K ﹤0.01%
44,086
-27
2984
$287K ﹤0.01%
+8,088
2985
$287K ﹤0.01%
29,710
-3,584
2986
$287K ﹤0.01%
9,839
-3,008
2987
$285K ﹤0.01%
5,829
-1,389
2988
$285K ﹤0.01%
9,248
-191
2989
$283K ﹤0.01%
+7,717
2990
$283K ﹤0.01%
10,762
-601
2991
$282K ﹤0.01%
7,759
2992
$282K ﹤0.01%
4,399
-3,012
2993
$281K ﹤0.01%
6,697
-1,478
2994
$278K ﹤0.01%
4,329
-11,740
2995
$277K ﹤0.01%
+9,022
2996
$276K ﹤0.01%
9,108
-940
2997
$276K ﹤0.01%
25,044
-5,862
2998
$276K ﹤0.01%
10,349
+814
2999
$275K ﹤0.01%
15,952
-679
3000
$275K ﹤0.01%
11,670
-4,979
118 119
120
121 122