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
1301
$4.15M ﹤0.01%
56,007
-1,573
1302
$4.15M ﹤0.01%
108,367
+32,119
1303
$4.14M ﹤0.01%
323,818
+74,959
1304
$4.14M ﹤0.01%
165,924
-5,440
1305
$4.13M ﹤0.01%
8,385
+1,526
1306
$4.13M ﹤0.01%
54,427
-6,479
1307
$4.13M ﹤0.01%
115,221
+16,143
1308
$4.13M ﹤0.01%
64,969
+988
1309
$4.12M ﹤0.01%
168,991
-5,936
1310
$4.12M ﹤0.01%
88,967
+20,546
1311
$4.12M ﹤0.01%
33,145
+3,001
1312
$4.11M ﹤0.01%
67,398
+25,618
1313
$4.11M ﹤0.01%
167,903
-2,005
1314
$4.1M ﹤0.01%
34,274
+2,007
1315
$4.1M ﹤0.01%
50,769
-9,180
1316
$4.1M ﹤0.01%
31,518
+226
1317
$4.08M ﹤0.01%
56,967
+2,654
1318
$4.08M ﹤0.01%
92,143
-4,780
1319
$4.08M ﹤0.01%
181,210
-35,711
1320
$4.02M ﹤0.01%
84,726
+16,162
1321
$4.02M ﹤0.01%
63,388
+4,791
1322
$4.01M ﹤0.01%
52,386
-171,221
1323
$4.01M ﹤0.01%
62,054
-196,199
1324
$4.01M ﹤0.01%
230,729
+54,111
1325
$4.01M ﹤0.01%
82,304
-6,231
51 52
53
54 55