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
2051
$1.29M ﹤0.01%
81,632
+4,239
2052
$1.28M ﹤0.01%
13,523
+7,490
2053
$1.28M ﹤0.01%
26,998
+1,048
2054
$1.28M ﹤0.01%
332,126
+57,239
2055
$1.28M ﹤0.01%
48,582
+2,115
2056
$1.28M ﹤0.01%
16,006
+3,716
2057
$1.28M ﹤0.01%
34,151
-73
2058
$1.28M ﹤0.01%
67,336
+20,894
2059
$1.27M ﹤0.01%
41,855
+26,562
2060
$1.27M ﹤0.01%
32,048
-18,766
2061
$1.27M ﹤0.01%
19,699
+414
2062
$1.27M ﹤0.01%
53,729
+42,252
2063
$1.27M ﹤0.01%
53,604
+41,807
2064
$1.27M ﹤0.01%
57,844
+18,823
2065
$1.27M ﹤0.01%
34,977
-612
2066
$1.27M ﹤0.01%
289,629
-9,802
2067
$1.26M ﹤0.01%
11,599
-2,234
2068
$1.26M ﹤0.01%
29,096
-206
2069
$1.26M ﹤0.01%
24,615
+1,439
2070
$1.26M ﹤0.01%
+40,399
2071
$1.26M ﹤0.01%
35,012
-10,929
2072
$1.26M ﹤0.01%
83,452
+685
2073
$1.26M ﹤0.01%
67,720
+3,187
2074
$1.25M ﹤0.01%
57,735
+463
2075
$1.25M ﹤0.01%
9,824
-266
81 82
83
84 85