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
3201
$134K ﹤0.01%
22,312
-320,424
3202
$132K ﹤0.01%
14,086
+40
3203
$131K ﹤0.01%
39,888
+6,578
3204
$130K ﹤0.01%
11,146
-10,921
3205
$130K ﹤0.01%
61,971
-27,313
3206
$129K ﹤0.01%
14,788
-1,137
3207
$129K ﹤0.01%
14,002
+29
3208
$127K ﹤0.01%
136,850
+12,000
3209
$127K ﹤0.01%
9,400
+5,098
3210
$125K ﹤0.01%
40,500
3211
$123K ﹤0.01%
55,974
+400
3212
$123K ﹤0.01%
+12,381
3213
$122K ﹤0.01%
11,905
-1,212
3214
$122K ﹤0.01%
17,747
-182
3215
$120K ﹤0.01%
18,037
+2,633
3216
$119K ﹤0.01%
2,645
-405
3217
$119K ﹤0.01%
123,952
-42,274
3218
$119K ﹤0.01%
11,903
3219
$117K ﹤0.01%
20,076
+46
3220
$117K ﹤0.01%
23,081
-164
3221
$115K ﹤0.01%
2,289
-574
3222
$114K ﹤0.01%
22,018
+4,090
3223
$114K ﹤0.01%
10,145
-589
3224
$114K ﹤0.01%
18,400
-3,851
3225
$111K ﹤0.01%
10,504
127 128
129
130 131