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
2226
$1,000K ﹤0.01%
17,202
+3,681
2227
$997K ﹤0.01%
92,963
-3,390
2228
$995K ﹤0.01%
55,828
-25
2229
$994K ﹤0.01%
11,940
+3,406
2230
$994K ﹤0.01%
178,702
+29,411
2231
$993K ﹤0.01%
45,377
2232
$991K ﹤0.01%
4,848
+1,593
2233
$990K ﹤0.01%
+108,896
2234
$989K ﹤0.01%
111,748
+85,198
2235
$985K ﹤0.01%
26,074
+7,310
2236
$984K ﹤0.01%
21,651
-6,145
2237
$984K ﹤0.01%
66,239
+810
2238
$983K ﹤0.01%
28,203
-1,213
2239
$982K ﹤0.01%
59,051
-2,528
2240
$980K ﹤0.01%
20,911
-567
2241
$980K ﹤0.01%
17,121
+9,555
2242
$977K ﹤0.01%
56,421
+2,834
2243
$976K ﹤0.01%
9,563
+630
2244
$975K ﹤0.01%
27,759
-42
2245
$974K ﹤0.01%
26,049
+13,145
2246
$972K ﹤0.01%
23,826
-555
2247
$969K ﹤0.01%
12,583
2248
$969K ﹤0.01%
90,532
-91,983
2249
$967K ﹤0.01%
7,249
+1,387
2250
$965K ﹤0.01%
419,494
-299,669
88 89
90
91 92