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
1851
$1.78M ﹤0.01%
50,885
+4,350
1852
$1.78M ﹤0.01%
5,321
-95
1853
$1.78M ﹤0.01%
119,338
-3,557
1854
$1.78M ﹤0.01%
61,000
1855
$1.78M ﹤0.01%
21,327
+11,197
1856
$1.77M ﹤0.01%
28,647
-6,652
1857
$1.77M ﹤0.01%
207,322
-15,393
1858
$1.77M ﹤0.01%
72,961
+1,172
1859
$1.77M ﹤0.01%
167,271
+1,896
1860
$1.76M ﹤0.01%
49,150
+1,850
1861
$1.76M ﹤0.01%
39,048
-138
1862
$1.75M ﹤0.01%
87,164
-1,487
1863
$1.75M ﹤0.01%
16,710
+66
1864
$1.73M ﹤0.01%
40,906
-197
1865
$1.73M ﹤0.01%
74,069
+9,475
1866
$1.73M ﹤0.01%
71,885
-2,613
1867
$1.72M ﹤0.01%
77,191
+1,645
1868
$1.72M ﹤0.01%
69,397
-4,350
1869
$1.72M ﹤0.01%
68,293
+7,017
1870
$1.72M ﹤0.01%
313,644
+8,153
1871
$1.71M ﹤0.01%
68,943
+23,512
1872
$1.71M ﹤0.01%
77,214
+2,257
1873
$1.71M ﹤0.01%
37,642
-888
1874
$1.71M ﹤0.01%
9,449
+1,487
1875
$1.71M ﹤0.01%
61,444
+38,151
73 74
75
76 77