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
1751
$2.06M ﹤0.01%
58,344
+5,023
1752
$2.06M ﹤0.01%
7,644
+3,858
1753
$2.06M ﹤0.01%
79,007
-4,660
1754
$2.06M ﹤0.01%
16,044
-1,871
1755
$2.05M ﹤0.01%
+254,676
1756
$2.05M ﹤0.01%
33,408
+5,341
1757
$2.05M ﹤0.01%
48,031
+1,013
1758
$2.05M ﹤0.01%
40,703
+5,574
1759
$2.05M ﹤0.01%
68,885
+493
1760
$2.04M ﹤0.01%
52,278
+2,795
1761
$2.04M ﹤0.01%
83,918
-533
1762
$2.04M ﹤0.01%
37,659
-433
1763
$2.04M ﹤0.01%
31,905
+23,796
1764
$2.04M ﹤0.01%
18,662
-266
1765
$2.03M ﹤0.01%
48,735
+4,180
1766
$2.03M ﹤0.01%
14,224
+22
1767
$2.03M ﹤0.01%
+59,870
1768
$2.03M ﹤0.01%
15,340
+1,120
1769
$2.03M ﹤0.01%
119,479
+8,166
1770
$2.02M ﹤0.01%
10,498
-254
1771
$2.02M ﹤0.01%
105,412
-2,173
1772
$2.02M ﹤0.01%
143,600
+9,992
1773
$2.02M ﹤0.01%
55,510
-367
1774
$2.01M ﹤0.01%
68,789
+7,068
1775
$2.01M ﹤0.01%
265,623
-47,594
69 70
71
72 73