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
2076
$1.25M ﹤0.01%
8,233
+1,592
2077
$1.25M ﹤0.01%
97,531
-16,301
2078
$1.24M ﹤0.01%
10,105
+271
2079
$1.24M ﹤0.01%
26,465
2080
$1.24M ﹤0.01%
4,713
+3,021
2081
$1.24M ﹤0.01%
41,658
+12,190
2082
$1.24M ﹤0.01%
27,216
+1,040
2083
$1.24M ﹤0.01%
34,906
+495
2084
$1.24M ﹤0.01%
+16,077
2085
$1.23M ﹤0.01%
38,261
-480
2086
$1.23M ﹤0.01%
12,479
+149
2087
$1.23M ﹤0.01%
66,470
+23,055
2088
$1.23M ﹤0.01%
17,049
-153
2089
$1.23M ﹤0.01%
24,428
+2,174
2090
$1.23M ﹤0.01%
102,285
+23,850
2091
$1.22M ﹤0.01%
32,485
+428
2092
$1.22M ﹤0.01%
27,973
-225
2093
$1.22M ﹤0.01%
20,899
-244
2094
$1.22M ﹤0.01%
8,280
-901
2095
$1.22M ﹤0.01%
13,680
+938
2096
$1.22M ﹤0.01%
12,799
-228
2097
$1.21M ﹤0.01%
135,898
+1,042
2098
$1.21M ﹤0.01%
51,791
+7,377
2099
$1.21M ﹤0.01%
14,108
-2,364
2100
$1.21M ﹤0.01%
24,714
+8,922
82 83
84
85 86