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
1826
$1.84M ﹤0.01%
60,206
+40,758
1827
$1.84M ﹤0.01%
68,465
-13,158
1828
$1.84M ﹤0.01%
26,308
-5,003
1829
$1.83M ﹤0.01%
8,791
-996
1830
$1.83M ﹤0.01%
35,999
-776
1831
$1.83M ﹤0.01%
59,208
1832
$1.83M ﹤0.01%
34,080
-200
1833
$1.83M ﹤0.01%
43,455
-1,692
1834
$1.82M ﹤0.01%
37,208
+4,550
1835
$1.82M ﹤0.01%
9,570
-449
1836
$1.82M ﹤0.01%
102,462
-7,667
1837
$1.81M ﹤0.01%
80,833
-3,135
1838
$1.81M ﹤0.01%
115,124
-591
1839
$1.8M ﹤0.01%
40,039
-21,364
1840
$1.8M ﹤0.01%
170,550
-6,592
1841
$1.8M ﹤0.01%
67,802
+93
1842
$1.8M ﹤0.01%
11,273
-2,942
1843
$1.8M ﹤0.01%
21,737
+550
1844
$1.79M ﹤0.01%
85,182
-57,427
1845
$1.79M ﹤0.01%
162,076
+18,062
1846
$1.79M ﹤0.01%
32,178
-907
1847
$1.79M ﹤0.01%
17,954
+4,650
1848
$1.79M ﹤0.01%
30,751
+1,085
1849
$1.78M ﹤0.01%
60,445
-3,303
1850
$1.78M ﹤0.01%
13,206
-387
72 73
74
75 76