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
1626
$2.52M ﹤0.01%
89,617
-38,786
1627
$2.51M ﹤0.01%
434,249
-54,521
1628
$2.51M ﹤0.01%
591,187
+232,842
1629
$2.51M ﹤0.01%
27,029
+8,929
1630
$2.51M ﹤0.01%
330,607
-11,984
1631
$2.5M ﹤0.01%
30,032
+647
1632
$2.5M ﹤0.01%
264,976
+239,972
1633
$2.49M ﹤0.01%
52,007
-16,394
1634
$2.49M ﹤0.01%
51,962
+6,279
1635
$2.49M ﹤0.01%
540,544
+203,586
1636
$2.48M ﹤0.01%
6,913
-17
1637
$2.47M ﹤0.01%
33,854
-1,973
1638
$2.47M ﹤0.01%
298,960
+351
1639
$2.47M ﹤0.01%
25,726
-3,445
1640
$2.47M ﹤0.01%
59,004
+4,500
1641
$2.47M ﹤0.01%
50,774
+20,506
1642
$2.47M ﹤0.01%
25,672
+982
1643
$2.46M ﹤0.01%
69,764
+137
1644
$2.46M ﹤0.01%
179,236
+90,436
1645
$2.46M ﹤0.01%
33,963
+7,349
1646
$2.45M ﹤0.01%
10,527
+290
1647
$2.45M ﹤0.01%
43,627
+16,465
1648
$2.45M ﹤0.01%
139,338
+40,027
1649
$2.44M ﹤0.01%
51,927
-1,513
1650
$2.43M ﹤0.01%
33,212
-29
64 65
66
67 68