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
2251
$963K ﹤0.01%
36,604
+8,079
2252
$963K ﹤0.01%
48,836
+186
2253
$960K ﹤0.01%
48,738
+8
2254
$959K ﹤0.01%
9,644
+1,106
2255
$958K ﹤0.01%
11,470
+4,220
2256
$958K ﹤0.01%
34,056
+3,670
2257
$958K ﹤0.01%
31,894
+8,537
2258
$957K ﹤0.01%
18,205
+28
2259
$957K ﹤0.01%
+72,587
2260
$957K ﹤0.01%
24,361
-7,727
2261
$952K ﹤0.01%
45,735
-200,426
2262
$947K ﹤0.01%
22,532
-28,135
2263
$946K ﹤0.01%
5,434
+2,147
2264
$946K ﹤0.01%
88,582
-21,615
2265
$943K ﹤0.01%
5,752
+53
2266
$943K ﹤0.01%
20,255
+9,387
2267
$939K ﹤0.01%
13,460
-1,602
2268
$936K ﹤0.01%
7,175
-147
2269
$935K ﹤0.01%
9,547
-278
2270
$935K ﹤0.01%
72,389
-161,724
2271
$934K ﹤0.01%
+15,280
2272
$934K ﹤0.01%
19,720
+7,357
2273
$934K ﹤0.01%
15,122
-504
2274
$931K ﹤0.01%
+87,185
2275
$931K ﹤0.01%
72,815
-28
89 90
91
92 93