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
3326
$25K ﹤0.01%
31,711
-475,629
3327
$24.9K ﹤0.01%
16,689
3328
$24.1K ﹤0.01%
13,542
3329
$23.7K ﹤0.01%
670
+150
3330
$23.3K ﹤0.01%
27,490
-1,200
3331
$22.4K ﹤0.01%
10,285
-150
3332
$21.2K ﹤0.01%
667
3333
$20.2K ﹤0.01%
+2,371
3334
$20.2K ﹤0.01%
1,391
-344
3335
$20.1K ﹤0.01%
1,175
3336
$18.9K ﹤0.01%
1,000
3337
$18.8K ﹤0.01%
1,881
+7
3338
$16.7K ﹤0.01%
10,840
-100
3339
$14.4K ﹤0.01%
31,937
-2,503
3340
$14.4K ﹤0.01%
2,057
+19
3341
$13.7K ﹤0.01%
17,750
-5,800
3342
$13.5K ﹤0.01%
134,701
-3,268
3343
$12.4K ﹤0.01%
1,778
+84
3344
$10.7K ﹤0.01%
856
-25
3345
$9.54K ﹤0.01%
2,000
3346
$9.23K ﹤0.01%
10,321
3347
$5.26K ﹤0.01%
21,900
3348
$4.94K ﹤0.01%
19,661
-71,264
3349
$4.73K ﹤0.01%
24,876
3350
$954 ﹤0.01%
21,200
132 133
134
135 136