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
1426
$3.43M ﹤0.01%
218,817
-40,775
1427
$3.41M ﹤0.01%
49,273
-852
1428
$3.41M ﹤0.01%
19,219
-44
1429
$3.41M ﹤0.01%
44,446
-1,134
1430
$3.4M ﹤0.01%
348,389
-4,829
1431
$3.4M ﹤0.01%
23,418
+4,359
1432
$3.39M ﹤0.01%
42,868
-1,165
1433
$3.38M ﹤0.01%
255,413
+24,981
1434
$3.38M ﹤0.01%
105,693
-10
1435
$3.37M ﹤0.01%
51,261
+6,961
1436
$3.36M ﹤0.01%
52,782
-29,507
1437
$3.36M ﹤0.01%
260,617
-28,762
1438
$3.35M ﹤0.01%
98,766
-32,665
1439
$3.35M ﹤0.01%
56,744
-580
1440
$3.34M ﹤0.01%
26,743
-609
1441
$3.33M ﹤0.01%
161,024
-25,682
1442
$3.33M ﹤0.01%
101,862
+5,836
1443
$3.32M ﹤0.01%
72,654
+2,471
1444
$3.32M ﹤0.01%
187,904
-15,713
1445
$3.31M ﹤0.01%
127,692
+6,871
1446
$3.31M ﹤0.01%
46,807
-3,461
1447
$3.31M ﹤0.01%
341,663
+302,091
1448
$3.31M ﹤0.01%
48,168
-1,957
1449
$3.3M ﹤0.01%
167,789
+7,546
1450
$3.3M ﹤0.01%
549,419
-40,227
56 57
58
59 60