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
2101
$1.21M ﹤0.01%
48,833
+70
2102
$1.2M ﹤0.01%
117,063
+30,463
2103
$1.2M ﹤0.01%
10,023
-218
2104
$1.2M ﹤0.01%
38,315
-1,734
2105
$1.2M ﹤0.01%
17,324
-676
2106
$1.2M ﹤0.01%
17,354
+1,110
2107
$1.2M ﹤0.01%
+30,530
2108
$1.2M ﹤0.01%
56,179
+10,193
2109
$1.2M ﹤0.01%
66,391
+23,283
2110
$1.2M ﹤0.01%
28,408
-22
2111
$1.19M ﹤0.01%
6,732
-57
2112
$1.19M ﹤0.01%
28,949
-12,234
2113
$1.19M ﹤0.01%
43,668
-4,933
2114
$1.19M ﹤0.01%
22,639
-133
2115
$1.19M ﹤0.01%
70,895
-7,200
2116
$1.19M ﹤0.01%
28,073
+8,020
2117
$1.18M ﹤0.01%
179,664
+21,350
2118
$1.18M ﹤0.01%
241,848
-15,956
2119
$1.18M ﹤0.01%
27,782
+15,256
2120
$1.18M ﹤0.01%
178,860
+10,672
2121
$1.17M ﹤0.01%
40,398
+7,756
2122
$1.17M ﹤0.01%
7,280
+5,410
2123
$1.17M ﹤0.01%
21,301
+6,929
2124
$1.17M ﹤0.01%
8,812
+117
2125
$1.17M ﹤0.01%
46,952
+12,571
83 84
85
86 87