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
1701
$2.24M ﹤0.01%
67,402
+22,002
1702
$2.23M ﹤0.01%
+67,058
1703
$2.22M ﹤0.01%
272,949
+10,974
1704
$2.22M ﹤0.01%
34,593
+1,985
1705
$2.21M ﹤0.01%
71,985
-4,195
1706
$2.21M ﹤0.01%
11,030
+5,339
1707
$2.21M ﹤0.01%
211,569
+147,059
1708
$2.21M ﹤0.01%
30,675
+3,712
1709
$2.2M ﹤0.01%
68,566
+55,062
1710
$2.2M ﹤0.01%
191,733
+38,852
1711
$2.2M ﹤0.01%
77,500
+25,183
1712
$2.18M ﹤0.01%
48,328
+11,836
1713
$2.17M ﹤0.01%
15,975
-7,689
1714
$2.17M ﹤0.01%
52,151
+17,337
1715
$2.16M ﹤0.01%
49,674
-1,937
1716
$2.16M ﹤0.01%
45,611
-13,534
1717
$2.16M ﹤0.01%
69,134
+1,093
1718
$2.15M ﹤0.01%
12,563
-1,255
1719
$2.15M ﹤0.01%
30,537
-13,487
1720
$2.14M ﹤0.01%
47,019
-2,924
1721
$2.13M ﹤0.01%
34,045
+16,759
1722
$2.13M ﹤0.01%
624,876
+171,656
1723
$2.13M ﹤0.01%
82,968
+1,970
1724
$2.12M ﹤0.01%
7,480
-362
1725
$2.12M ﹤0.01%
50,909
-30,693
67 68
69
70 71