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
1601
$2.63M ﹤0.01%
1,548
-103
1602
$2.62M ﹤0.01%
173,775
+15,236
1603
$2.62M ﹤0.01%
74,316
-15,651
1604
$2.62M ﹤0.01%
37,704
-12,680
1605
$2.62M ﹤0.01%
181,506
-20,347
1606
$2.61M ﹤0.01%
11,971
+2,692
1607
$2.61M ﹤0.01%
51,451
+4,192
1608
$2.61M ﹤0.01%
24,574
-214
1609
$2.61M ﹤0.01%
44,977
+722
1610
$2.6M ﹤0.01%
102,531
-2,672
1611
$2.6M ﹤0.01%
13,402
-8,605
1612
$2.59M ﹤0.01%
203,853
-3,042
1613
$2.59M ﹤0.01%
34,374
-607
1614
$2.59M ﹤0.01%
470,526
+21,607
1615
$2.59M ﹤0.01%
315,280
+1,171
1616
$2.58M ﹤0.01%
54,702
+499
1617
$2.58M ﹤0.01%
372,257
+270
1618
$2.57M ﹤0.01%
24,816
-5,824
1619
$2.56M ﹤0.01%
21,638
-73
1620
$2.54M ﹤0.01%
10,028
-2,095
1621
$2.54M ﹤0.01%
24,657
-677
1622
$2.54M ﹤0.01%
31,859
-605
1623
$2.53M ﹤0.01%
156,129
-59,984
1624
$2.53M ﹤0.01%
121,468
-5,295
1625
$2.53M ﹤0.01%
28,119
+3,731
63 64
65
66 67