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
3026
$258K ﹤0.01%
1,856
-81
3027
$257K ﹤0.01%
6,609
+824
3028
$257K ﹤0.01%
6,137
-440
3029
$257K ﹤0.01%
22,130
-11,699
3030
$257K ﹤0.01%
+31,981
3031
$256K ﹤0.01%
16,963
-2,750
3032
$256K ﹤0.01%
2,835
+509
3033
$256K ﹤0.01%
4,435
-295
3034
$255K ﹤0.01%
7,944
3035
$255K ﹤0.01%
13,383
-928
3036
$254K ﹤0.01%
6,045
+11
3037
$253K ﹤0.01%
4,923
-89
3038
$252K ﹤0.01%
3,151
+1,374
3039
$251K ﹤0.01%
2,933
-27
3040
$251K ﹤0.01%
4,799
-195
3041
$251K ﹤0.01%
19,229
+323
3042
$251K ﹤0.01%
8,062
+592
3043
$250K ﹤0.01%
15,000
-10,000
3044
$250K ﹤0.01%
+8,973
3045
$250K ﹤0.01%
18,722
+1,819
3046
$250K ﹤0.01%
17,263
-30,634
3047
$250K ﹤0.01%
2,244
-606
3048
$250K ﹤0.01%
27,833
+5,877
3049
$249K ﹤0.01%
34,461
-10,500
3050
$248K ﹤0.01%
10,186
-7,100
120 121
122
123 124