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
1451
$3.29M ﹤0.01%
36,315
-13,194
1452
$3.29M ﹤0.01%
250,724
-21,825
1453
$3.29M ﹤0.01%
41,103
+3,731
1454
$3.28M ﹤0.01%
121,187
+9,218
1455
$3.28M ﹤0.01%
18,712
-44
1456
$3.27M ﹤0.01%
149,947
+63,718
1457
$3.27M ﹤0.01%
8,034
-103
1458
$3.26M ﹤0.01%
352,911
-6,026
1459
$3.26M ﹤0.01%
74,323
-1,273
1460
$3.25M ﹤0.01%
+62,407
1461
$3.25M ﹤0.01%
33,179
-14,900
1462
$3.24M ﹤0.01%
56,217
+5,643
1463
$3.24M ﹤0.01%
97,723
+24,117
1464
$3.24M ﹤0.01%
77,508
+17,966
1465
$3.24M ﹤0.01%
40,227
-1,274
1466
$3.22M ﹤0.01%
106,492
+49,320
1467
$3.22M ﹤0.01%
240,478
+192,731
1468
$3.22M ﹤0.01%
151,589
+18,952
1469
$3.21M ﹤0.01%
36,943
+486
1470
$3.21M ﹤0.01%
79,148
+3,342
1471
$3.21M ﹤0.01%
122,914
-32,328
1472
$3.21M ﹤0.01%
21,455
+221
1473
$3.2M ﹤0.01%
80,239
-2,254
1474
$3.2M ﹤0.01%
40,335
+123
1475
$3.2M ﹤0.01%
94,782
+1,967
57 58
59
60 61