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
2176
$1.09M ﹤0.01%
32,765
+15,547
2177
$1.08M ﹤0.01%
30,194
-982
2178
$1.08M ﹤0.01%
21,985
+3,878
2179
$1.08M ﹤0.01%
24,880
-422
2180
$1.08M ﹤0.01%
25,180
+12,795
2181
$1.08M ﹤0.01%
24,720
-4,715
2182
$1.08M ﹤0.01%
18,975
-565
2183
$1.08M ﹤0.01%
24,132
-6,019
2184
$1.07M ﹤0.01%
4,999
-68
2185
$1.07M ﹤0.01%
161,978
+53,103
2186
$1.07M ﹤0.01%
290,478
-1,828
2187
$1.06M ﹤0.01%
47,240
+6,058
2188
$1.06M ﹤0.01%
31,728
+10,235
2189
$1.05M ﹤0.01%
22,481
+4,454
2190
$1.05M ﹤0.01%
10,006
+1,368
2191
$1.05M ﹤0.01%
55,049
+10,764
2192
$1.05M ﹤0.01%
83,177
-3,037
2193
$1.05M ﹤0.01%
+21,570
2194
$1.05M ﹤0.01%
20,181
+9,985
2195
$1.05M ﹤0.01%
21,154
+15,019
2196
$1.04M ﹤0.01%
+117,461
2197
$1.04M ﹤0.01%
25,561
+2,386
2198
$1.04M ﹤0.01%
19,842
-8,216
2199
$1.04M ﹤0.01%
6,753
+1,445
2200
$1.04M ﹤0.01%
3,015
-138
86 87
88
89 90