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
1551
$2.85M ﹤0.01%
58,283
-41,791
1552
$2.85M ﹤0.01%
14,108
+1,242
1553
$2.84M ﹤0.01%
72,099
+4,604
1554
$2.84M ﹤0.01%
117,497
+28,248
1555
$2.84M ﹤0.01%
55,573
+4,077
1556
$2.83M ﹤0.01%
68,350
+3,193
1557
$2.82M ﹤0.01%
55,553
+4,509
1558
$2.82M ﹤0.01%
265,470
-130,286
1559
$2.82M ﹤0.01%
102,761
+13,783
1560
$2.81M ﹤0.01%
179,371
+212
1561
$2.81M ﹤0.01%
115,270
+19,777
1562
$2.81M ﹤0.01%
88,840
-5,821
1563
$2.8M ﹤0.01%
98,155
+6,415
1564
$2.8M ﹤0.01%
41,917
-20,062
1565
$2.8M ﹤0.01%
41,788
-46,783
1566
$2.79M ﹤0.01%
67,222
-263
1567
$2.79M ﹤0.01%
120,058
+1,366
1568
$2.78M ﹤0.01%
145,849
+36,573
1569
$2.78M ﹤0.01%
124,658
+23,225
1570
$2.77M ﹤0.01%
28,050
+4,806
1571
$2.77M ﹤0.01%
37,258
+13,387
1572
$2.77M ﹤0.01%
21,359
-15,239
1573
$2.76M ﹤0.01%
126,667
+28,158
1574
$2.76M ﹤0.01%
311,978
-38,471
1575
$2.75M ﹤0.01%
193,021
+13,510
61 62
63
64 65