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
1876
$1.7M ﹤0.01%
4,347
+162
1877
$1.7M ﹤0.01%
58,725
+1,215
1878
$1.7M ﹤0.01%
49,505
-1,709
1879
$1.69M ﹤0.01%
39,978
-10,481
1880
$1.69M ﹤0.01%
106,968
-2,787
1881
$1.69M ﹤0.01%
81,219
+5,035
1882
$1.69M ﹤0.01%
41,153
+3,512
1883
$1.69M ﹤0.01%
131,751
+1,249
1884
$1.69M ﹤0.01%
10,414
+995
1885
$1.69M ﹤0.01%
24,446
-277
1886
$1.68M ﹤0.01%
12,641
-1,648
1887
$1.68M ﹤0.01%
55,768
1888
$1.68M ﹤0.01%
42,779
+13,147
1889
$1.68M ﹤0.01%
28,732
-507
1890
$1.67M ﹤0.01%
72,117
-24,455
1891
$1.66M ﹤0.01%
16,204
+7,116
1892
$1.66M ﹤0.01%
65,413
+38
1893
$1.66M ﹤0.01%
20,354
+10,924
1894
$1.66M ﹤0.01%
43,603
+12,771
1895
$1.65M ﹤0.01%
65,714
+3,646
1896
$1.65M ﹤0.01%
64,385
-1,087
1897
$1.65M ﹤0.01%
112,102
+50,637
1898
$1.64M ﹤0.01%
40,465
+19,172
1899
$1.64M ﹤0.01%
51,924
+1,752
1900
$1.64M ﹤0.01%
8,247
-1,809
74 75
76
77 78