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
1501
$3.09M ﹤0.01%
64,995
-3,705
1502
$3.09M ﹤0.01%
67,328
-69,631
1503
$3.09M ﹤0.01%
605,173
+79,918
1504
$3.09M ﹤0.01%
163,585
-5,611
1505
$3.08M ﹤0.01%
28,244
+10,332
1506
$3.08M ﹤0.01%
22,049
+1,485
1507
$3.07M ﹤0.01%
24,837
+729
1508
$3.07M ﹤0.01%
22,341
-8,040
1509
$3.05M ﹤0.01%
63,738
+9,691
1510
$3.05M ﹤0.01%
48,924
+2,796
1511
$3.05M ﹤0.01%
73,415
-3,051
1512
$3.05M ﹤0.01%
87,424
+26,089
1513
$3.04M ﹤0.01%
34,817
-3,079
1514
$3.04M ﹤0.01%
119,459
-5,527
1515
$3.03M ﹤0.01%
47,445
-30
1516
$3.03M ﹤0.01%
19,535
-517
1517
$3.01M ﹤0.01%
95,005
+10,778
1518
$3.01M ﹤0.01%
93,769
+12,283
1519
$3M ﹤0.01%
111,213
-348
1520
$3M ﹤0.01%
59,525
+4,468
1521
$3M ﹤0.01%
77,418
+6,583
1522
$3M ﹤0.01%
100,916
-27,863
1523
$2.99M ﹤0.01%
91,224
-54,043
1524
$2.99M ﹤0.01%
326,543
-44,064
1525
$2.98M ﹤0.01%
37,813
+9,776
59 60
61
62 63