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
3226
$111K ﹤0.01%
+10,440
3227
$109K ﹤0.01%
17,752
+7,746
3228
$109K ﹤0.01%
22,564
+1,000
3229
$108K ﹤0.01%
20,000
-10,000
3230
$106K ﹤0.01%
15,388
+122
3231
$105K ﹤0.01%
35,755
+5,683
3232
$104K ﹤0.01%
+12,886
3233
$103K ﹤0.01%
9,250
-3,060
3234
$102K ﹤0.01%
489,431
-71,569
3235
$101K ﹤0.01%
14,485
+330
3236
$101K ﹤0.01%
10,760
3237
$101K ﹤0.01%
17,347
-53
3238
$101K ﹤0.01%
16,961
-10
3239
$100K ﹤0.01%
80,846
3240
$99.7K ﹤0.01%
+10,225
3241
$95.8K ﹤0.01%
+12,350
3242
$95.7K ﹤0.01%
+11,460
3243
$95.2K ﹤0.01%
80,637
+2,244
3244
$94.8K ﹤0.01%
26,550
-40,977
3245
$94.6K ﹤0.01%
15,480
-235
3246
$94.2K ﹤0.01%
52,065
+406
3247
$94.1K ﹤0.01%
15,569
3248
$93.4K ﹤0.01%
60,235
3249
$92.7K ﹤0.01%
34,327
-5,623
3250
$92.6K ﹤0.01%
12,509
-8,985
128 129
130
131 132