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
1226
$4.86M 0.01%
217,161
+177,485
1227
$4.86M 0.01%
104,171
-13,134
1228
$4.85M 0.01%
54,365
-4,184
1229
$4.85M 0.01%
93,048
-23,946
1230
$4.84M 0.01%
57,166
+6,154
1231
$4.81M 0.01%
98,010
+5,404
1232
$4.81M 0.01%
49,494
+493
1233
$4.81M 0.01%
181,063
-4,034
1234
$4.8M 0.01%
95,342
-14,973
1235
$4.79M 0.01%
8,832
+1,170
1236
$4.78M 0.01%
28,777
-1,541
1237
$4.77M 0.01%
70,796
+104
1238
$4.76M 0.01%
36,233
-10,081
1239
$4.75M 0.01%
19,926
+18,973
1240
$4.73M 0.01%
33,332
-663
1241
$4.72M ﹤0.01%
159,186
-12,996
1242
$4.72M ﹤0.01%
96,733
+51,979
1243
$4.71M ﹤0.01%
51,463
-11,093
1244
$4.7M ﹤0.01%
186,227
+10,378
1245
$4.69M ﹤0.01%
57,355
-3,261
1246
$4.65M ﹤0.01%
37,207
+18,537
1247
$4.64M ﹤0.01%
205,285
-27,091
1248
$4.64M ﹤0.01%
14,318
-306
1249
$4.64M ﹤0.01%
153,756
+5,833
1250
$4.63M ﹤0.01%
42,803
-509
48 49
50
51 52