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
1676
$2.34M ﹤0.01%
153,977
+2,442
1677
$2.33M ﹤0.01%
51,656
-677
1678
$2.33M ﹤0.01%
144,024
+202
1679
$2.32M ﹤0.01%
246,745
+829
1680
$2.31M ﹤0.01%
43,792
+2,426
1681
$2.31M ﹤0.01%
59,622
-10,666
1682
$2.31M ﹤0.01%
36,789
+8,685
1683
$2.3M ﹤0.01%
44,881
+20,426
1684
$2.3M ﹤0.01%
63,538
-18,508
1685
$2.3M ﹤0.01%
91,650
+3,565
1686
$2.29M ﹤0.01%
62,905
+5,873
1687
$2.28M ﹤0.01%
189,779
-21,353
1688
$2.28M ﹤0.01%
59,171
-1,816
1689
$2.28M ﹤0.01%
66,186
-14,070
1690
$2.28M ﹤0.01%
103,768
-255
1691
$2.28M ﹤0.01%
112,583
+7,498
1692
$2.27M ﹤0.01%
43,398
-5,477
1693
$2.26M ﹤0.01%
102,662
-27,990
1694
$2.26M ﹤0.01%
56,321
+4,225
1695
$2.25M ﹤0.01%
128,237
-3,500
1696
$2.25M ﹤0.01%
33,466
-2,933
1697
$2.24M ﹤0.01%
136,754
+112,386
1698
$2.24M ﹤0.01%
461,720
-17,105
1699
$2.24M ﹤0.01%
25,484
+1,405
1700
$2.24M ﹤0.01%
41,704
+4,359
66 67
68
69 70