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
1276
$4.4M ﹤0.01%
55,652
-4,488
1277
$4.4M ﹤0.01%
169,055
+66,889
1278
$4.39M ﹤0.01%
148,683
+859
1279
$4.34M ﹤0.01%
45,234
+4,260
1280
$4.34M ﹤0.01%
47,564
+14,364
1281
$4.34M ﹤0.01%
47,834
+7,336
1282
$4.34M ﹤0.01%
250,002
-8,750
1283
$4.34M ﹤0.01%
92,054
+6,205
1284
$4.33M ﹤0.01%
159,474
+1,072
1285
$4.32M ﹤0.01%
66,432
+2,022
1286
$4.32M ﹤0.01%
66,295
+4,315
1287
$4.32M ﹤0.01%
68,757
+788
1288
$4.3M ﹤0.01%
+86,929
1289
$4.29M ﹤0.01%
83,137
-52,009
1290
$4.29M ﹤0.01%
40,937
+2,492
1291
$4.29M ﹤0.01%
99,679
+6,757
1292
$4.27M ﹤0.01%
16,107
+687
1293
$4.25M ﹤0.01%
53,675
-4,782
1294
$4.24M ﹤0.01%
90,230
+219
1295
$4.22M ﹤0.01%
230,560
+86,779
1296
$4.2M ﹤0.01%
50,114
+1,732
1297
$4.19M ﹤0.01%
31,017
-1,346
1298
$4.17M ﹤0.01%
54,396
+197
1299
$4.16M ﹤0.01%
28,552
+1,219
1300
$4.15M ﹤0.01%
33,384
-825
50 51
52
53 54