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
2301
$899K ﹤0.01%
6,725
+732
2302
$897K ﹤0.01%
22,218
+777
2303
$897K ﹤0.01%
18,410
-3,635
2304
$895K ﹤0.01%
9,605
-535
2305
$894K ﹤0.01%
38,054
-6,827
2306
$889K ﹤0.01%
41,903
+22,527
2307
$885K ﹤0.01%
54,278
+9,495
2308
$884K ﹤0.01%
17,334
-512
2309
$881K ﹤0.01%
44,180
-52,127
2310
$880K ﹤0.01%
13,717
-7,108
2311
$880K ﹤0.01%
74,969
+2,664
2312
$880K ﹤0.01%
3,557
-8,858
2313
$880K ﹤0.01%
31,214
+403
2314
$879K ﹤0.01%
12,461
-1,599
2315
$879K ﹤0.01%
5,126
-90
2316
$879K ﹤0.01%
41,865
-5,391
2317
$878K ﹤0.01%
3,426
-666
2318
$876K ﹤0.01%
123,385
-12,521
2319
$876K ﹤0.01%
15,572
+2,312
2320
$874K ﹤0.01%
13,994
-567
2321
$873K ﹤0.01%
24,296
+4,414
2322
$872K ﹤0.01%
27,536
-1,888
2323
$871K ﹤0.01%
42,046
-275
2324
$867K ﹤0.01%
119,860
-223
2325
$863K ﹤0.01%
6,400
+4,054
91 92
93
94 95