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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$288M
3
+$125M
4
PKG icon
Packaging Corp of America
PKG
+$107M
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$74.4M

Top Sells

1
+$482M
2
+$315M
3
+$195M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$93.1M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$87.5M

Sector Composition

1 Technology 19.33%
2 Industrials 10.38%
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
3351
$580 ﹤0.01%
+21,008
3352
$504 ﹤0.01%
+16,000
3353
$250 ﹤0.01%
20,000
3354
$227 ﹤0.01%
+11,411
3355
$222 ﹤0.01%
10,628
3356
$23 ﹤0.01%
10,401
+200
3357
– –
-69,977
3358
– –
-10,327
3359
– –
-31,696
3360
– –
-13,879
3361
– –
-22,786
3362
– –
-30,614
3363
– –
-11,158
3364
– –
-10,275
3365
– –
-43,993
3366
– –
-9,490
3367
– –
-10,595
3368
– –
-20,408
3369
– –
-25,908
3370
– –
-13,650
3371
– –
-104,216
3372
– –
-48,842
3373
– –
-5,409
3374
– –
-571
3375
– –
-20,221
133 134
135
136 137