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
1901
$1.64M ﹤0.01%
30,408
+1,407
1902
$1.64M ﹤0.01%
58,271
+106
1903
$1.64M ﹤0.01%
79,969
+37,786
1904
$1.64M ﹤0.01%
31,663
-2,927
1905
$1.63M ﹤0.01%
50,547
+1,829
1906
$1.63M ﹤0.01%
15,842
-1,342
1907
$1.63M ﹤0.01%
42,338
-4,137
1908
$1.63M ﹤0.01%
43,822
+4,381
1909
$1.62M ﹤0.01%
50,805
+4,036
1910
$1.61M ﹤0.01%
28,046
-7,333
1911
$1.61M ﹤0.01%
12,918
-174
1912
$1.61M ﹤0.01%
83,770
+2,982
1913
$1.61M ﹤0.01%
181,529
+3,359
1914
$1.61M ﹤0.01%
43,275
+5,016
1915
$1.61M ﹤0.01%
144,721
-29,681
1916
$1.61M ﹤0.01%
28,317
-9,966
1917
$1.6M ﹤0.01%
5,830
-109
1918
$1.6M ﹤0.01%
+33,347
1919
$1.6M ﹤0.01%
108,342
+34,515
1920
$1.6M ﹤0.01%
52,034
1921
$1.6M ﹤0.01%
31,212
+1,662
1922
$1.6M ﹤0.01%
15,949
+2,288
1923
$1.59M ﹤0.01%
57,213
-10,179
1924
$1.59M ﹤0.01%
10,994
+523
1925
$1.59M ﹤0.01%
57,186
+36,705
75 76
77
78 79