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
2126
$1.17M ﹤0.01%
7,424
-143
2127
$1.16M ﹤0.01%
20,961
-866
2128
$1.16M ﹤0.01%
11,729
+232
2129
$1.16M ﹤0.01%
42,652
-1,721
2130
$1.16M ﹤0.01%
111,254
+62,875
2131
$1.16M ﹤0.01%
30,526
+886
2132
$1.16M ﹤0.01%
39,232
-198
2133
$1.16M ﹤0.01%
30,929
-25,611
2134
$1.16M ﹤0.01%
168,395
-4,892
2135
$1.16M ﹤0.01%
8,606
-1,527
2136
$1.16M ﹤0.01%
84,996
+3,202
2137
$1.16M ﹤0.01%
45,159
-1,593
2138
$1.15M ﹤0.01%
11,628
+566
2139
$1.15M ﹤0.01%
557,942
+3,416
2140
$1.15M ﹤0.01%
20,876
+5,141
2141
$1.15M ﹤0.01%
21,015
-45,346
2142
$1.14M ﹤0.01%
25,882
-32
2143
$1.14M ﹤0.01%
15,398
-1,310
2144
$1.14M ﹤0.01%
36,558
-1,291
2145
$1.14M ﹤0.01%
39,580
+6,519
2146
$1.14M ﹤0.01%
35,773
-4,771
2147
$1.13M ﹤0.01%
364,502
+88,860
2148
$1.13M ﹤0.01%
139,745
+13,809
2149
$1.13M ﹤0.01%
10,752
+102
2150
$1.13M ﹤0.01%
57,798
-14,279
84 85
86
87 88