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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
3401
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-10,121
3402
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-16,383
3403
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-9,347
3404
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-30,573
3405
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-16,337
3406
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-17,079
3407
– –
-64,716
3408
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-26,669
3409
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-139,073
3410
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-26,913
3411
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-14,375
3412
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-29,957
3413
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-5,257
3414
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3415
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-31,551
3416
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3417
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3418
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3419
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3421
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3422
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3423
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3424
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3425
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-8,233
135 136
137
138 139