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
2276
$928K ﹤0.01%
19,663
+426
2277
$928K ﹤0.01%
26,688
+498
2278
$928K ﹤0.01%
13,789
+4,738
2279
$928K ﹤0.01%
57,412
+297
2280
$928K ﹤0.01%
9,093
+2,103
2281
$926K ﹤0.01%
40,167
+7,556
2282
$925K ﹤0.01%
21,759
+198
2283
$925K ﹤0.01%
16,396
+3,224
2284
$924K ﹤0.01%
73,654
+1,540
2285
$922K ﹤0.01%
15,568
-4,155
2286
$920K ﹤0.01%
55,162
+20,241
2287
$919K ﹤0.01%
45,925
-46,462
2288
$917K ﹤0.01%
4,002
-11,365
2289
$916K ﹤0.01%
171,195
+33,843
2290
$916K ﹤0.01%
39,921
-234
2291
$915K ﹤0.01%
36,952
+2,888
2292
$915K ﹤0.01%
16,754
-2,650
2293
$912K ﹤0.01%
13,065
-224
2294
$911K ﹤0.01%
2,878
+471
2295
$909K ﹤0.01%
70,539
+21,271
2296
$907K ﹤0.01%
54,793
+7,896
2297
$906K ﹤0.01%
15,741
+60
2298
$905K ﹤0.01%
57,601
-12,440
2299
$905K ﹤0.01%
7,778
-244
2300
$905K ﹤0.01%
31,301
+403
90 91
92
93 94