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
1251
$4.62M ﹤0.01%
161,853
-22,463
1252
$4.61M ﹤0.01%
67,437
+12,323
1253
$4.6M ﹤0.01%
41,653
-5,405
1254
$4.59M ﹤0.01%
82,574
-20,112
1255
$4.58M ﹤0.01%
181,786
-14,764
1256
$4.58M ﹤0.01%
218,050
+17,318
1257
$4.58M ﹤0.01%
66,582
+3,141
1258
$4.57M ﹤0.01%
312,029
-42,856
1259
$4.56M ﹤0.01%
505,514
-6,191
1260
$4.55M ﹤0.01%
141,655
-8,240
1261
$4.54M ﹤0.01%
+107,635
1262
$4.54M ﹤0.01%
41,732
+1,384
1263
$4.53M ﹤0.01%
51,488
+41,140
1264
$4.52M ﹤0.01%
226,835
-297
1265
$4.52M ﹤0.01%
236,081
+28,344
1266
$4.5M ﹤0.01%
73,224
+2,159
1267
$4.49M ﹤0.01%
83,632
+6,386
1268
$4.49M ﹤0.01%
53,445
-4,394
1269
$4.49M ﹤0.01%
118,277
+30,718
1270
$4.48M ﹤0.01%
500,266
-26,170
1271
$4.48M ﹤0.01%
554,891
-1,246
1272
$4.47M ﹤0.01%
46,810
-2,582
1273
$4.46M ﹤0.01%
26,554
+2,804
1274
$4.45M ﹤0.01%
184,242
+6,312
1275
$4.42M ﹤0.01%
422,910
+56,306
49 50
51
52 53