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
3251
$91.8K ﹤0.01%
+16,279
3252
$91.5K ﹤0.01%
+12,132
3253
$90.7K ﹤0.01%
30,339
+11,642
3254
$90K ﹤0.01%
10,764
+26
3255
$89.3K ﹤0.01%
25,025
-62,582
3256
$87K ﹤0.01%
12,047
-3,402
3257
$86.8K ﹤0.01%
16,108
+591
3258
$86.2K ﹤0.01%
50,688
+6,129
3259
$84.6K ﹤0.01%
18,764
-3,598
3260
$84.3K ﹤0.01%
24,096
-17,391
3261
$84.2K ﹤0.01%
10,000
3262
$82.2K ﹤0.01%
45,690
3263
$82K ﹤0.01%
4,082
-1,394
3264
$81.7K ﹤0.01%
96,292
3265
$81.6K ﹤0.01%
51,997
+546
3266
$79.8K ﹤0.01%
11,965
+159
3267
$78K ﹤0.01%
14,888
+10
3268
$78K ﹤0.01%
19,351
-726
3269
$77.7K ﹤0.01%
11,072
+9
3270
$76.6K ﹤0.01%
25,710
3271
$75.2K ﹤0.01%
16,281
+1,235
3272
$74K ﹤0.01%
16,263
+105
3273
$73.2K ﹤0.01%
19,151
+224
3274
$73.1K ﹤0.01%
15,168
-520
3275
$72.4K ﹤0.01%
40,900
-8,800
129 130
131
132 133