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
1401
$3.54M ﹤0.01%
28,909
-438
1402
$3.54M ﹤0.01%
89,233
-5,018
1403
$3.53M ﹤0.01%
121,502
-199
1404
$3.52M ﹤0.01%
43,965
+2,249
1405
$3.52M ﹤0.01%
48,844
-123,129
1406
$3.52M ﹤0.01%
91,381
+33,065
1407
$3.52M ﹤0.01%
95,243
+894
1408
$3.51M ﹤0.01%
44,166
+3,496
1409
$3.51M ﹤0.01%
84,271
+25,871
1410
$3.51M ﹤0.01%
153,769
+61,264
1411
$3.5M ﹤0.01%
199,347
-43,403
1412
$3.5M ﹤0.01%
16,846
-6,317
1413
$3.5M ﹤0.01%
133,278
+13,249
1414
$3.49M ﹤0.01%
64,054
+7,970
1415
$3.49M ﹤0.01%
58,854
+11,764
1416
$3.49M ﹤0.01%
15,838
-975
1417
$3.47M ﹤0.01%
196,251
+11,641
1418
$3.47M ﹤0.01%
46,608
-702
1419
$3.47M ﹤0.01%
113,021
-1,522
1420
$3.46M ﹤0.01%
86,644
+6,583
1421
$3.46M ﹤0.01%
25,264
-15,429
1422
$3.45M ﹤0.01%
67,750
+15,824
1423
$3.44M ﹤0.01%
20,592
+1,141
1424
$3.44M ﹤0.01%
525,024
+92,468
1425
$3.44M ﹤0.01%
181,623
+21,743
55 56
57
58 59