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
3076
$235K ﹤0.01%
5,333
+25
3077
$235K ﹤0.01%
21,272
+1,514
3078
$233K ﹤0.01%
2,445
-306
3079
$232K ﹤0.01%
+2,702
3080
$232K ﹤0.01%
22,454
-21,387
3081
$232K ﹤0.01%
100,000
3082
$231K ﹤0.01%
4,703
-5,015
3083
$229K ﹤0.01%
+1,716
3084
$229K ﹤0.01%
3,940
+203
3085
$228K ﹤0.01%
788
-12,046
3086
$228K ﹤0.01%
21,062
+9,696
3087
$228K ﹤0.01%
5,727
+185
3088
$228K ﹤0.01%
+5,575
3089
$227K ﹤0.01%
801
-94
3090
$227K ﹤0.01%
6,715
-29,214
3091
$227K ﹤0.01%
1,270
-4,663
3092
$227K ﹤0.01%
15,300
-22
3093
$227K ﹤0.01%
10,980
+948
3094
$226K ﹤0.01%
15,620
-2,760
3095
$226K ﹤0.01%
4,096
-75,555
3096
$225K ﹤0.01%
+10,127
3097
$225K ﹤0.01%
3,244
-8
3098
$225K ﹤0.01%
10,991
-2,701
3099
$225K ﹤0.01%
+2,952
3100
$224K ﹤0.01%
10,970
122 123
124
125 126