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
1326
$4M ﹤0.01%
33,218
-1,696
1327
$4M ﹤0.01%
13,569
+2,025
1328
$4M ﹤0.01%
64,939
+8,911
1329
$3.99M ﹤0.01%
35,680
+91
1330
$3.99M ﹤0.01%
92,400
-30,000
1331
$3.99M ﹤0.01%
20,232
+6,418
1332
$3.98M ﹤0.01%
37,850
-377
1333
$3.98M ﹤0.01%
44,495
+11,839
1334
$3.96M ﹤0.01%
63,956
-2,007
1335
$3.96M ﹤0.01%
76,045
+37,197
1336
$3.95M ﹤0.01%
66,167
-3,013
1337
$3.94M ﹤0.01%
39,039
-1,033
1338
$3.94M ﹤0.01%
143,714
-503,699
1339
$3.94M ﹤0.01%
129,720
+28,217
1340
$3.93M ﹤0.01%
127,573
+103,785
1341
$3.92M ﹤0.01%
45,710
-1,111
1342
$3.92M ﹤0.01%
70,496
+17,091
1343
$3.9M ﹤0.01%
57,543
-4,424
1344
$3.89M ﹤0.01%
201,145
-4,332
1345
$3.89M ﹤0.01%
12,436
-2,004
1346
$3.88M ﹤0.01%
59,575
-16,488
1347
$3.87M ﹤0.01%
132,824
-31,725
1348
$3.86M ﹤0.01%
23,412
+133
1349
$3.85M ﹤0.01%
21,103
+8,348
1350
$3.85M ﹤0.01%
+21,578
52 53
54
55 56