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
1351
$3.85M ﹤0.01%
132,433
-822
1352
$3.84M ﹤0.01%
364,094
-61
1353
$3.84M ﹤0.01%
92,052
-20,360
1354
$3.84M ﹤0.01%
126,044
-11,416
1355
$3.83M ﹤0.01%
70,925
+4,925
1356
$3.82M ﹤0.01%
238,774
+91,585
1357
$3.81M ﹤0.01%
84,188
+6,136
1358
$3.81M ﹤0.01%
39,378
-106
1359
$3.8M ﹤0.01%
65,951
-612
1360
$3.8M ﹤0.01%
81,691
+43,086
1361
$3.8M ﹤0.01%
235,945
+7,626
1362
$3.79M ﹤0.01%
80,665
+356
1363
$3.78M ﹤0.01%
52,835
+306
1364
$3.78M ﹤0.01%
348,248
+31,600
1365
$3.76M ﹤0.01%
121,248
+45,503
1366
$3.76M ﹤0.01%
50,607
+26,577
1367
$3.76M ﹤0.01%
53,562
-210
1368
$3.76M ﹤0.01%
74,606
-72,182
1369
$3.75M ﹤0.01%
156,040
-31,781
1370
$3.75M ﹤0.01%
20,009
-319
1371
$3.74M ﹤0.01%
79,396
+10,994
1372
$3.73M ﹤0.01%
61,227
+8,234
1373
$3.71M ﹤0.01%
396,490
+44,560
1374
$3.71M ﹤0.01%
449,680
-65,669
1375
$3.71M ﹤0.01%
27,090
+400
53 54
55
56 57