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
1526
$2.98M ﹤0.01%
43,828
-950
1527
$2.97M ﹤0.01%
44,073
-1,393
1528
$2.97M ﹤0.01%
37,293
-5,537
1529
$2.95M ﹤0.01%
22,234
+964
1530
$2.95M ﹤0.01%
25,749
-766
1531
$2.94M ﹤0.01%
58,099
-750
1532
$2.94M ﹤0.01%
31,538
-22
1533
$2.94M ﹤0.01%
140,763
-4,372
1534
$2.92M ﹤0.01%
35,660
-75
1535
$2.92M ﹤0.01%
36,039
-11,274
1536
$2.91M ﹤0.01%
12,295
+1,041
1537
$2.9M ﹤0.01%
180,764
-1,856
1538
$2.9M ﹤0.01%
104,796
+369
1539
$2.9M ﹤0.01%
110,967
-125,619
1540
$2.9M ﹤0.01%
93,229
+47,337
1541
$2.89M ﹤0.01%
19,553
+27
1542
$2.88M ﹤0.01%
68,932
+11,999
1543
$2.88M ﹤0.01%
1,920
-5
1544
$2.88M ﹤0.01%
71,002
+13,643
1545
$2.88M ﹤0.01%
12,807
-4,366
1546
$2.87M ﹤0.01%
59,241
+3,601
1547
$2.87M ﹤0.01%
32,287
+1,263
1548
$2.87M ﹤0.01%
32,459
-3,205
1549
$2.86M ﹤0.01%
55,963
+22,578
1550
$2.86M ﹤0.01%
96,567
+36,063
60 61
62
63 64