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
1801
$1.91M ﹤0.01%
49,809
-10,798
1802
$1.91M ﹤0.01%
75,475
+12,585
1803
$1.91M ﹤0.01%
43,253
-431
1804
$1.91M ﹤0.01%
48,975
-586
1805
$1.9M ﹤0.01%
53,680
-6,378
1806
$1.9M ﹤0.01%
132,158
-6,661
1807
$1.9M ﹤0.01%
25,416
-4,031
1808
$1.9M ﹤0.01%
43,892
-24,088
1809
$1.89M ﹤0.01%
207,959
-1,105
1810
$1.89M ﹤0.01%
33,417
-3,261
1811
$1.89M ﹤0.01%
40,838
-7,461
1812
$1.89M ﹤0.01%
40,237
-10,175
1813
$1.89M ﹤0.01%
53,902
+486
1814
$1.88M ﹤0.01%
72,954
+387
1815
$1.88M ﹤0.01%
158,768
+21,516
1816
$1.88M ﹤0.01%
51,613
-2,223
1817
$1.88M ﹤0.01%
103,845
+5,499
1818
$1.88M ﹤0.01%
12,563
-544
1819
$1.87M ﹤0.01%
9,040
+4,350
1820
$1.87M ﹤0.01%
99,802
+32,344
1821
$1.87M ﹤0.01%
43,146
-843
1822
$1.86M ﹤0.01%
19,401
-545
1823
$1.85M ﹤0.01%
55,918
-23,846
1824
$1.85M ﹤0.01%
36,131
+2,997
1825
$1.85M ﹤0.01%
86,843
-1,308
71 72
73
74 75