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
1576
$2.73M ﹤0.01%
95,083
+1,530
1577
$2.72M ﹤0.01%
23,974
-2,078
1578
$2.72M ﹤0.01%
264,413
+77,005
1579
$2.71M ﹤0.01%
73,067
+8,611
1580
$2.71M ﹤0.01%
11,006
+1,269
1581
$2.71M ﹤0.01%
24,188
-1,710
1582
$2.7M ﹤0.01%
122,322
+6,570
1583
$2.7M ﹤0.01%
9,398
-13,123
1584
$2.7M ﹤0.01%
122,234
+4,355
1585
$2.69M ﹤0.01%
38,045
+9,684
1586
$2.69M ﹤0.01%
+17,598
1587
$2.69M ﹤0.01%
53,402
+1,380
1588
$2.68M ﹤0.01%
888,466
+141,230
1589
$2.68M ﹤0.01%
50,708
-3,582
1590
$2.67M ﹤0.01%
64,565
+4,049
1591
$2.66M ﹤0.01%
55,232
-1,000
1592
$2.66M ﹤0.01%
75,219
+18,656
1593
$2.65M ﹤0.01%
415,492
+6,461
1594
$2.65M ﹤0.01%
15,871
+1,236
1595
$2.64M ﹤0.01%
51,263
-2,075
1596
$2.64M ﹤0.01%
141,507
+1,465
1597
$2.64M ﹤0.01%
130,968
-1,596
1598
$2.64M ﹤0.01%
78,642
-3,066
1599
$2.63M ﹤0.01%
21,335
+6,217
1600
$2.63M ﹤0.01%
52,838
+5,943
62 63
64
65 66