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
3126
$212K ﹤0.01%
+1,944
3127
$212K ﹤0.01%
4,380
-718
3128
$211K ﹤0.01%
+2,688
3129
$210K ﹤0.01%
+9,175
3130
$210K ﹤0.01%
+3,818
3131
$208K ﹤0.01%
+1,172
3132
$207K ﹤0.01%
+11,133
3133
$206K ﹤0.01%
+4,721
3134
$205K ﹤0.01%
+4,920
3135
$204K ﹤0.01%
+7,315
3136
$203K ﹤0.01%
+3,862
3137
$202K ﹤0.01%
15,944
+981
3138
$202K ﹤0.01%
6,431
-43
3139
$202K ﹤0.01%
+4,456
3140
$201K ﹤0.01%
+4,255
3141
$201K ﹤0.01%
+1,680
3142
$201K ﹤0.01%
+4,271
3143
$201K ﹤0.01%
+12,006
3144
$201K ﹤0.01%
+20,519
3145
$199K ﹤0.01%
+13,746
3146
$195K ﹤0.01%
74,814
-27,563
3147
$193K ﹤0.01%
23,206
+4,600
3148
$192K ﹤0.01%
16,892
3149
$192K ﹤0.01%
13,498
+981
3150
$191K ﹤0.01%
21,270
-9,185
124 125
126
127 128