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
2201
$1.04M ﹤0.01%
40,831
+5,641
2202
$1.04M ﹤0.01%
13,062
+3,191
2203
$1.04M ﹤0.01%
17,641
+64
2204
$1.04M ﹤0.01%
7,797
-21
2205
$1.03M ﹤0.01%
7,490
-88
2206
$1.03M ﹤0.01%
25,641
+21,537
2207
$1.03M ﹤0.01%
70,214
-4,601
2208
$1.03M ﹤0.01%
25,697
+7,660
2209
$1.03M ﹤0.01%
13,412
-6,481
2210
$1.03M ﹤0.01%
21,319
-1,893
2211
$1.02M ﹤0.01%
174,860
-23,520
2212
$1.02M ﹤0.01%
17,200
+2,678
2213
$1.02M ﹤0.01%
22,280
+880
2214
$1.02M ﹤0.01%
91,106
+2,976
2215
$1.02M ﹤0.01%
19,170
+2,473
2216
$1.02M ﹤0.01%
13,659
+1,469
2217
$1.02M ﹤0.01%
15,404
+3,090
2218
$1.01M ﹤0.01%
48,090
+26,362
2219
$1.01M ﹤0.01%
57,703
-390
2220
$1.01M ﹤0.01%
179,737
-16,106
2221
$1.01M ﹤0.01%
7,093
-123
2222
$1.01M ﹤0.01%
+25,229
2223
$1M ﹤0.01%
15,488
+1,110
2224
$1M ﹤0.01%
28,186
-6,292
2225
$1M ﹤0.01%
53,594
+648
87 88
89
90 91