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
1476
$3.2M ﹤0.01%
56,009
-9,107
1477
$3.19M ﹤0.01%
54,931
-2,193
1478
$3.19M ﹤0.01%
335,772
-162,917
1479
$3.18M ﹤0.01%
18,331
+1
1480
$3.18M ﹤0.01%
285,491
-4,735
1481
$3.17M ﹤0.01%
330,606
-7,801
1482
$3.17M ﹤0.01%
157,902
+107,809
1483
$3.17M ﹤0.01%
59,778
+29,734
1484
$3.17M ﹤0.01%
39,769
+26,079
1485
$3.16M ﹤0.01%
1,398,398
+265,514
1486
$3.16M ﹤0.01%
81,974
-4,388
1487
$3.15M ﹤0.01%
77,782
+31,184
1488
$3.14M ﹤0.01%
130,529
-655
1489
$3.14M ﹤0.01%
125,695
-5,642
1490
$3.14M ﹤0.01%
18,315
-8,955
1491
$3.14M ﹤0.01%
31,563
+5,888
1492
$3.14M ﹤0.01%
40,934
+2,185
1493
$3.13M ﹤0.01%
94,702
-4,502
1494
$3.12M ﹤0.01%
35,686
+1,144
1495
$3.12M ﹤0.01%
8,505
+1,093
1496
$3.11M ﹤0.01%
203,381
-97,610
1497
$3.1M ﹤0.01%
81,359
+22,435
1498
$3.1M ﹤0.01%
21,724
+4,056
1499
$3.09M ﹤0.01%
88,198
+1,763
1500
$3.09M ﹤0.01%
87,254
+6,168
58 59
60
61 62