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
3176
$159K ﹤0.01%
47,050
-30,500
3177
$159K ﹤0.01%
10,900
3178
$159K ﹤0.01%
23,728
+1,476
3179
$156K ﹤0.01%
31,264
-2,371
3180
$155K ﹤0.01%
12,985
-64,374
3181
$154K ﹤0.01%
12,677
3182
$153K ﹤0.01%
19,300
-425
3183
$152K ﹤0.01%
33,222
+9,463
3184
$149K ﹤0.01%
+15,094
3185
$148K ﹤0.01%
11,722
-17,633
3186
$147K ﹤0.01%
10,000
3187
$147K ﹤0.01%
194,222
+232
3188
$147K ﹤0.01%
12,462
+1,975
3189
$146K ﹤0.01%
43,122
+32,798
3190
$145K ﹤0.01%
38,300
+23,500
3191
$143K ﹤0.01%
12,858
-559
3192
$143K ﹤0.01%
81,018
-21,794
3193
$141K ﹤0.01%
31,378
-1,900
3194
$141K ﹤0.01%
31,060
+11,874
3195
$139K ﹤0.01%
+20,229
3196
$137K ﹤0.01%
47,700
+500
3197
$136K ﹤0.01%
15,320
-7,411
3198
$134K ﹤0.01%
12,090
-3,568
3199
$134K ﹤0.01%
10,519
-124,617
3200
$134K ﹤0.01%
11,415
-136
126 127
128
129 130