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
2151
$1.13M ﹤0.01%
22,842
2152
$1.13M ﹤0.01%
15,049
+188
2153
$1.13M ﹤0.01%
181,226
-40,229
2154
$1.12M ﹤0.01%
91,295
+20,879
2155
$1.12M ﹤0.01%
23,512
-1,100
2156
$1.12M ﹤0.01%
13,420
-1,156
2157
$1.11M ﹤0.01%
34,856
-3,520
2158
$1.11M ﹤0.01%
107,438
+31,010
2159
$1.11M ﹤0.01%
25,801
+3,033
2160
$1.11M ﹤0.01%
79,214
+6,151
2161
$1.11M ﹤0.01%
66,064
+12,043
2162
$1.11M ﹤0.01%
13,770
+6,425
2163
$1.11M ﹤0.01%
25,646
+1,634
2164
$1.11M ﹤0.01%
80,768
-57,251
2165
$1.11M ﹤0.01%
36,479
+26,013
2166
$1.1M ﹤0.01%
23,967
-4,292
2167
$1.1M ﹤0.01%
23,500
+13,836
2168
$1.1M ﹤0.01%
+20,785
2169
$1.1M ﹤0.01%
12,870
+7,940
2170
$1.09M ﹤0.01%
23,653
+514
2171
$1.09M ﹤0.01%
45,515
+4,555
2172
$1.09M ﹤0.01%
19,671
-462
2173
$1.09M ﹤0.01%
254,619
+8,423
2174
$1.09M ﹤0.01%
15,155
-10,560
2175
$1.09M ﹤0.01%
129,143
+610
85 86
87
88 89