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
3301
$44.1K ﹤0.01%
15,470
-10,556
3302
$42.8K ﹤0.01%
12,750
3303
$42.7K ﹤0.01%
10,875
-7,607
3304
$42.7K ﹤0.01%
+10,265
3305
$42K ﹤0.01%
12,000
-5,292
3306
$41.2K ﹤0.01%
2,213
-561
3307
$40.9K ﹤0.01%
+16,884
3308
$38.9K ﹤0.01%
10,375
+375
3309
$38.8K ﹤0.01%
20,055
-3,221
3310
$38.2K ﹤0.01%
272,920
-26,740
3311
$37.8K ﹤0.01%
11,313
-990
3312
$37.6K ﹤0.01%
+10,707
3313
$35.9K ﹤0.01%
16,778
+1,284
3314
$35.9K ﹤0.01%
14,654
-3,000
3315
$35.3K ﹤0.01%
15,410
+527
3316
$34.6K ﹤0.01%
10,034
-6
3317
$34K ﹤0.01%
10,000
3318
$31.8K ﹤0.01%
21,200
3319
$31.3K ﹤0.01%
94,500
+39,500
3320
$30.5K ﹤0.01%
32,200
+15,680
3321
$29.9K ﹤0.01%
24,300
+14,100
3322
$29.1K ﹤0.01%
1,530
-506
3323
$27.7K ﹤0.01%
31,850
3324
$27.1K ﹤0.01%
10,000
-51
3325
$26.2K ﹤0.01%
27,619
131 132
133
134 135