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
1726
$2.12M ﹤0.01%
18,502
-479
1727
$2.11M ﹤0.01%
10,531
+3,524
1728
$2.11M ﹤0.01%
+65,318
1729
$2.11M ﹤0.01%
54,559
-129,511
1730
$2.11M ﹤0.01%
22,720
+7,241
1731
$2.1M ﹤0.01%
91,598
+51,117
1732
$2.1M ﹤0.01%
13,623
-367
1733
$2.1M ﹤0.01%
7,642
+835
1734
$2.1M ﹤0.01%
18,251
+84
1735
$2.1M ﹤0.01%
106,029
-11,518
1736
$2.09M ﹤0.01%
223,107
+58,787
1737
$2.09M ﹤0.01%
11,893
+2,467
1738
$2.09M ﹤0.01%
21,791
-9,721
1739
$2.09M ﹤0.01%
173,402
-24,701
1740
$2.09M ﹤0.01%
91,830
+3,018
1741
$2.09M ﹤0.01%
155,933
-8,316
1742
$2.09M ﹤0.01%
75,309
+16,240
1743
$2.08M ﹤0.01%
33,215
-3,707
1744
$2.07M ﹤0.01%
47,730
-683
1745
$2.07M ﹤0.01%
102,223
-5,132
1746
$2.07M ﹤0.01%
268,023
-64,603
1747
$2.07M ﹤0.01%
69,563
+3,824
1748
$2.07M ﹤0.01%
17,208
-233
1749
$2.06M ﹤0.01%
41,029
-1,738
1750
$2.06M ﹤0.01%
240,860
+5,810
68 69
70
71 72