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
1651
$2.43M ﹤0.01%
94,700
+58,802
1652
$2.42M ﹤0.01%
242,660
+76,119
1653
$2.42M ﹤0.01%
76,195
+11,195
1654
$2.42M ﹤0.01%
1,406,219
+180,027
1655
$2.41M ﹤0.01%
68,472
+5,165
1656
$2.41M ﹤0.01%
14,316
+1,117
1657
$2.41M ﹤0.01%
50,547
+16,041
1658
$2.41M ﹤0.01%
84,010
+69
1659
$2.41M ﹤0.01%
82,790
+13,274
1660
$2.41M ﹤0.01%
95,730
-1,298
1661
$2.4M ﹤0.01%
54,646
+4,189
1662
$2.4M ﹤0.01%
132,044
-3,685
1663
$2.4M ﹤0.01%
45,062
+2,830
1664
$2.4M ﹤0.01%
30,665
+14,688
1665
$2.39M ﹤0.01%
75,120
+1,811
1666
$2.38M ﹤0.01%
152,297
-1,666
1667
$2.38M ﹤0.01%
55,278
-330
1668
$2.38M ﹤0.01%
41,916
+9,357
1669
$2.38M ﹤0.01%
145,285
-36,563
1670
$2.37M ﹤0.01%
12,683
-183
1671
$2.36M ﹤0.01%
13,367
-704
1672
$2.36M ﹤0.01%
70,161
+8,388
1673
$2.35M ﹤0.01%
87,555
+2,570
1674
$2.35M ﹤0.01%
79,728
+170
1675
$2.34M ﹤0.01%
57,805
-21,776
65 66
67
68 69