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
1776
$2M ﹤0.01%
53,300
-1,156
1777
$2M ﹤0.01%
22,244
-1,393
1778
$1.99M ﹤0.01%
92,757
+5,365
1779
$1.98M ﹤0.01%
45,996
+951
1780
$1.98M ﹤0.01%
105,315
-33,026
1781
$1.98M ﹤0.01%
31,784
+2,075
1782
$1.98M ﹤0.01%
96,260
+3,928
1783
$1.98M ﹤0.01%
169,154
-243,273
1784
$1.97M ﹤0.01%
86,962
+3,058
1785
$1.97M ﹤0.01%
84,148
+2,936
1786
$1.97M ﹤0.01%
65,506
+3,411
1787
$1.97M ﹤0.01%
217,312
+86,473
1788
$1.97M ﹤0.01%
12,932
-4,176
1789
$1.96M ﹤0.01%
5,105
+467
1790
$1.96M ﹤0.01%
802,016
+600,545
1791
$1.96M ﹤0.01%
73,007
+1,266
1792
$1.95M ﹤0.01%
+73,211
1793
$1.94M ﹤0.01%
94,610
+3,102
1794
$1.94M ﹤0.01%
17,581
+1,107
1795
$1.94M ﹤0.01%
256,582
+11,047
1796
$1.93M ﹤0.01%
22,860
-52,454
1797
$1.93M ﹤0.01%
49,446
-12,087
1798
$1.92M ﹤0.01%
165,768
+109,816
1799
$1.92M ﹤0.01%
76,528
+7,208
1800
$1.91M ﹤0.01%
67,094
-15,269
70 71
72
73 74