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
3276
$71.7K ﹤0.01%
16,039
-42,094
3277
$71.3K ﹤0.01%
11,722
-885
3278
$69.5K ﹤0.01%
12,006
-5,001
3279
$69.3K ﹤0.01%
11,853
-920
3280
$67.6K ﹤0.01%
17,802
+449
3281
$67.6K ﹤0.01%
20,741
3282
$67.6K ﹤0.01%
13,178
+32
3283
$67.5K ﹤0.01%
45,000
3284
$63.6K ﹤0.01%
15,779
+2,137
3285
$62.5K ﹤0.01%
38,800
3286
$60.3K ﹤0.01%
15,061
3287
$55.6K ﹤0.01%
11,046
-3,666
3288
$55.4K ﹤0.01%
+10,000
3289
$54.4K ﹤0.01%
46,100
-1,000
3290
$52.9K ﹤0.01%
10,076
+39
3291
$50.1K ﹤0.01%
10,000
3292
$49.4K ﹤0.01%
10,010
3293
$47.9K ﹤0.01%
+10,012
3294
$47.7K ﹤0.01%
10,137
-282
3295
$47.5K ﹤0.01%
27,608
-5,750
3296
$47.4K ﹤0.01%
22,250
+2,250
3297
$47K ﹤0.01%
+10,034
3298
$46.9K ﹤0.01%
26,520
-27,969
3299
$45K ﹤0.01%
28,113
+81
3300
$44.9K ﹤0.01%
10,942
130 131
132
133 134