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
3151
$189K ﹤0.01%
16,752
-1,213
3152
$188K ﹤0.01%
14,721
+2,968
3153
$188K ﹤0.01%
+10,075
3154
$187K ﹤0.01%
16,775
3155
$187K ﹤0.01%
+14,228
3156
$186K ﹤0.01%
51,898
-2,060
3157
$186K ﹤0.01%
46,416
+12,326
3158
$184K ﹤0.01%
20,079
-7,560
3159
$181K ﹤0.01%
38,749
-10,159
3160
$178K ﹤0.01%
14,709
-4,081
3161
$178K ﹤0.01%
51,700
+13,800
3162
$177K ﹤0.01%
15,856
-6,968
3163
$177K ﹤0.01%
15,688
+18
3164
$175K ﹤0.01%
12,531
-1,677
3165
$174K ﹤0.01%
10,142
+50
3166
$172K ﹤0.01%
13,059
+1,423
3167
$171K ﹤0.01%
24,949
3168
$171K ﹤0.01%
23,839
-477
3169
$169K ﹤0.01%
45,431
+4,978
3170
$169K ﹤0.01%
14,703
-2,084
3171
$167K ﹤0.01%
14,092
-12,133
3172
$166K ﹤0.01%
10,194
-176
3173
$166K ﹤0.01%
28,408
-18,916
3174
$162K ﹤0.01%
28,415
-662
3175
$159K ﹤0.01%
+5,661
125 126
127
128 129