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
3101
$224K ﹤0.01%
4,349
-16
3102
$224K ﹤0.01%
+2,670
3103
$223K ﹤0.01%
2,698
-1,139
3104
$223K ﹤0.01%
+7,061
3105
$222K ﹤0.01%
+2,453
3106
$222K ﹤0.01%
5,354
-96
3107
$221K ﹤0.01%
90,400
-37,425
3108
$221K ﹤0.01%
+5,600
3109
$221K ﹤0.01%
9,487
-1,323
3110
$221K ﹤0.01%
21,369
3111
$220K ﹤0.01%
2,804
-42,333
3112
$219K ﹤0.01%
4,954
-3,724
3113
$219K ﹤0.01%
34,700
-2,700
3114
$218K ﹤0.01%
+3,846
3115
$218K ﹤0.01%
4,442
-1,298
3116
$217K ﹤0.01%
+6,916
3117
$216K ﹤0.01%
3,213
-6
3118
$216K ﹤0.01%
28,560
+659
3119
$216K ﹤0.01%
47,477
+11,149
3120
$215K ﹤0.01%
23,494
-2,603
3121
$215K ﹤0.01%
6,147
-1,993
3122
$215K ﹤0.01%
5,722
-302
3123
$212K ﹤0.01%
37,800
-7,041
3124
$212K ﹤0.01%
+4,954
3125
$212K ﹤0.01%
+10,882
123 124
125
126 127