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
1376
$3.7M ﹤0.01%
113,355
+1,374
1377
$3.7M ﹤0.01%
214,153
-4,552
1378
$3.7M ﹤0.01%
33,681
-1,640
1379
$3.7M ﹤0.01%
23,000
+174
1380
$3.69M ﹤0.01%
351,494
+34,207
1381
$3.68M ﹤0.01%
21,131
+6,816
1382
$3.67M ﹤0.01%
117,155
+11,246
1383
$3.67M ﹤0.01%
148,060
-3,687
1384
$3.66M ﹤0.01%
32,975
-1,041
1385
$3.65M ﹤0.01%
12,581
+808
1386
$3.64M ﹤0.01%
118,256
-1,093
1387
$3.64M ﹤0.01%
75,891
+543
1388
$3.63M ﹤0.01%
39,513
+6,137
1389
$3.63M ﹤0.01%
13,312
+733
1390
$3.61M ﹤0.01%
263,482
+448
1391
$3.61M ﹤0.01%
22,798
-1,868
1392
$3.61M ﹤0.01%
134,542
+35,468
1393
$3.59M ﹤0.01%
82,080
-8,753
1394
$3.59M ﹤0.01%
65,916
-1,150
1395
$3.57M ﹤0.01%
59,961
-6,382
1396
$3.57M ﹤0.01%
65,268
-107
1397
$3.56M ﹤0.01%
154,014
-4,500
1398
$3.56M ﹤0.01%
167,885
-26,276
1399
$3.55M ﹤0.01%
1,136,968
+65,629
1400
$3.54M ﹤0.01%
49,635
-7,959
54 55
56
57 58